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 | $139,220 | $159,602-12.8% | $150,045-7.2% | $142,382-2.2% |
| Participation rate | 45.5% | 84.0%-38.5pp | 82.3%-36.9pp | 80.1%-34.7pp |
| Annual return | 9.87% | 70.24%-60.4pp | 62.55%-52.7pp | 217.08%-207.2pp |
| Employer contribution / active EE | $1,835 | $4,961-63.0% | $4,693-60.9% | $4,299-57.3% |
| Participant deferral / active EE | $11,182 | $8,310+34.6% | $7,997+39.8% | $6,507+71.8% |
| Admin fee / account holder | $633 | $14,846-95.7% | $13,435-95.3% | $12,624-95.0% |