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 | $120,387 | $93,571+28.7% | $135,903-11.4% | $75,163+60.2% |
| Participation rate | 64.8% | 75.2%-10.4pp | 81.9%-17.1pp | 67.2%-2.4pp |
| Annual return | 14.18% | 30.90%-16.7pp | 68.23%-54.1pp | 160.62%-146.4pp |
| Employer contribution / active EE | $2,306 | $3,537-34.8% | $4,856-52.5% | $2,670-13.6% |
| Participant deferral / active EE | $6,794 | $6,404+6.1% | $7,758-12.4% | $4,125+64.7% |
| Admin fee / account holder | $500 | $6,975-92.8% | $10,762-95.4% | $5,651-91.2% |