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 | $139,092 | $111,814+24.4% | $103,374+34.6% | $145,959-4.7% |
| Participation rate | 62.5% | 77.9%-15.4pp | 74.5%-12.0pp | 80.3%-17.8pp |
| Annual return | 5.74% | 24.77%-19.0pp | 24.89%-19.1pp | 561.95%-556.2pp |
| Employer contribution / active EE | $2,203 | $4,214-47.7% | $3,869-43.1% | $4,661-52.7% |
| Participant deferral / active EE | $6,883 | $5,618+22.5% | $5,058+36.1% | $6,689+2.9% |
| Admin fee / account holder | $2,103 | $9,754-78.4% | $8,394-75.0% | $13,398-84.3% |