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 | $135,809 | $114,381+18.7% | $107,525+26.3% | $142,382-4.6% |
| Participation rate | 52.2% | 78.1%-26.0pp | 75.1%-22.9pp | 80.1%-27.9pp |
| Annual return | 5.16% | 242.71%-237.6pp | 181.32%-176.2pp | 217.08%-211.9pp |
| Employer contribution / active EE | $1,641 | $4,015-59.1% | $3,754-56.3% | $4,299-61.8% |
| Participant deferral / active EE | $2,797 | $5,564-49.7% | $5,116-45.3% | $6,507-57.0% |
| Admin fee / account holder | $12,750 | $9,860+29.3% | $8,919+43.0% | $12,624+1.0% |