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 | $125,761 | $94,031+33.7% | $115,768+8.6% | $82,448+52.5% |
| Participation rate | 48.0% | 70.4%-22.4pp | 74.4%-26.4pp | 68.1%-20.1pp |
| Annual return | 9.97% | 20.61%-10.6pp | 100.46%-90.5pp | 41.64%-31.7pp |
| Employer contribution / active EE | $1,763 | $2,323-24.1% | $2,940-40.0% | $2,551-30.9% |
| Participant deferral / active EE | $4,701 | $3,972+18.4% | $4,917-4.4% | $4,139+13.6% |
| Admin fee / account holder | $36,067 | $10,249+251.9% | $12,439+189.9% | $7,234+398.6% |