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 | $115,346 | $95,266+21.1% | $82,389+40.0% | $142,382-19.0% |
| Participation rate | 57.1% | 74.5%-17.3pp | 69.5%-12.4pp | 80.1%-23.0pp |
| Annual return | 9.79% | 25.74%-15.9pp | 28.67%-18.9pp | 217.08%-207.3pp |
| Employer contribution / active EE | $1,009 | $2,991-66.3% | $2,517-59.9% | $4,299-76.5% |
| Participant deferral / active EE | $4,235 | $4,809-11.9% | $4,155+1.9% | $6,507-34.9% |
| Admin fee / account holder | $25,439 | $8,563+197.1% | $7,231+251.8% | $12,624+101.5% |