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 | $152,828 | $140,940+8.4% | $112,229+36.2% | $139,434+9.6% |
| Participation rate | 58.3% | 79.2%-20.9pp | 72.4%-14.1pp | 80.3%-22.0pp |
| Annual return | 5.49% | 32.71%-27.2pp | 30.20%-24.7pp | 372.94%-367.5pp |
| Employer contribution / active EE | $1,676 | $4,283-60.9% | $3,430-51.1% | $4,751-64.7% |
| Participant deferral / active EE | $3,848 | $5,874-34.5% | $4,798-19.8% | $6,710-42.7% |
| Admin fee / account holder | $1,492 | $9,954-85.0% | $7,748-80.7% | $11,403-86.9% |