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 | $120,853 | $70,908+70.4% | $98,907+22.2% | $73,488+64.5% |
| Participation rate | 64.7% | 73.8%-9.1pp | 76.0%-11.3pp | 70.7%-6.0pp |
| Annual return | 11.24% | 34.17%-22.9pp | 196.43%-185.2pp | 28.51%-17.3pp |
| Employer contribution / active EE | $1,698 | $2,036-16.6% | $2,689-36.9% | $2,270-25.2% |
| Participant deferral / active EE | $5,526 | $3,500+57.9% | $4,244+30.2% | $3,740+47.8% |
| Admin fee / account holder | $18,102 | $535+3284.2% | $6,642+172.6% | $513+3428.3% |