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 | $118,482 | $106,515+11.2% | $96,683+22.5% | $139,434-15.0% |
| Participation rate | 58.8% | 77.8%-19.0pp | 74.3%-15.5pp | 80.3%-21.5pp |
| Annual return | 6.93% | 38.43%-31.5pp | 35.69%-28.8pp | 372.94%-366.0pp |
| Employer contribution / active EE | $2,015 | $4,103-50.9% | $3,737-46.1% | $4,751-57.6% |
| Participant deferral / active EE | $3,457 | $5,454-36.6% | $4,878-29.1% | $6,710-48.5% |
| Admin fee / account holder | $5,435 | $7,877-31.0% | $6,730-19.2% | $11,403-52.3% |