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 5-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 | $194,543 | $202,432-3.9% | $169,368+14.9% | $139,434+39.5% |
| Participation rate | 57.1% | 81.1%-23.9pp | 77.1%-20.0pp | 80.3%-23.2pp |
| Annual return | 1.97% | 531.74%-529.8pp | 405.60%-403.6pp | 372.94%-371.0pp |
| Employer contribution / active EE | $2,704 | $4,692-42.4% | $4,013-32.6% | $4,751-43.1% |
| Participant deferral / active EE | $8,851 | $6,938+27.6% | $6,221+42.3% | $6,710+31.9% |
| Admin fee / account holder | $776 | $10,708-92.8% | $9,003-91.4% | $11,403-93.2% |