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 | $99,523 | $159,602-37.6% | $150,045-33.7% | $142,382-30.1% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.3%-15.7pp | 80.1%-13.5pp |
| Annual return | 10.95% | 70.24%-59.3pp | 62.55%-51.6pp | 217.08%-206.1pp |
| Employer contribution / active EE | $3,424 | $4,961-31.0% | $4,693-27.0% | $4,299-20.4% |
| Participant deferral / active EE | $9,510 | $8,310+14.4% | $7,997+18.9% | $6,507+46.1% |
| Admin fee / account holder | $24,448 | $14,846+64.7% | $13,435+82.0% | $12,624+93.7% |