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 | $169,628 | $104,251+62.7% | $91,001+86.4% | $147,584+14.9% |
| Participation rate | 50.0% | 78.2%-28.2pp | 75.6%-25.6pp | 82.8%-32.8pp |
| Annual return | 8.30% | 27.06%-18.8pp | 4.60%+3.7pp | 578.55%-570.3pp |
| Employer contribution / active EE | $1,603 | $3,116-48.6% | $2,456-34.7% | $4,876-67.1% |
| Participant deferral / active EE | $3,878 | $4,195-7.6% | $3,547+9.3% | $5,439-28.7% |
| Admin fee / account holder | $2,401 | $8,948-73.2% | $5,417-55.7% | $10,885-77.9% |