See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,424 | $172,111-26.5% | $150,298-15.9% | $137,256-7.9% |
| Participation rate | 37.5% | 81.7%-44.2pp | 77.8%-40.3pp | 80.0%-42.5pp |
| Annual return | 7.71% | 69.37%-61.7pp | 62.79%-55.1pp | 220.34%-212.6pp |
| Employer contribution / active EE | $5,001 | $4,636+7.9% | $4,154+20.4% | $4,156+20.3% |
| Participant deferral / active EE | $2,261 | $6,166-63.3% | $5,453-58.5% | $6,407-64.7% |
| Admin fee / account holder | $13,098 | $16,471-20.5% | $14,116-7.2% | $12,270+6.7% |