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 | $117,785 | $68,346+72.3% | $94,646+24.4% | $75,163+56.7% |
| Participation rate | 48.0% | 76.1%-28.1pp | 80.8%-32.8pp | 67.2%-19.2pp |
| Annual return | 12.45% | 616.93%-604.5pp | 156.71%-144.3pp | 160.62%-148.2pp |
| Employer contribution / active EE | $1,373 | $2,701-49.2% | $3,672-62.6% | $2,670-48.6% |
| Participant deferral / active EE | $3,560 | $6,537-45.5% | $7,418-52.0% | $4,125-13.7% |
| Admin fee / account holder | $10,198 | $5,326+91.5% | $7,231+41.0% | $5,651+80.5% |