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 | $152,802 | $148,534+2.9% | $135,903+12.4% | $139,434+9.6% |
| Participation rate | 57.1% | 83.9%-26.7pp | 81.9%-24.8pp | 80.3%-23.2pp |
| Annual return | 11.26% | 79.19%-67.9pp | 68.23%-57.0pp | 372.94%-361.7pp |
| Employer contribution / active EE | $2,966 | $5,243-43.4% | $4,856-38.9% | $4,751-37.6% |
| Participant deferral / active EE | $7,466 | $8,100-7.8% | $7,758-3.8% | $6,710+11.3% |
| Admin fee / account holder | $4,881 | $12,400-60.6% | $10,762-54.6% | $11,403-57.2% |