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 | $126,721 | $177,572-28.6% | $154,803-18.1% | $142,382-11.0% |
| Participation rate | 62.5% | 82.1%-19.6pp | 78.1%-15.6pp | 80.1%-17.6pp |
| Annual return | 9.73% | 65.07%-55.3pp | 58.88%-49.2pp | 217.08%-207.3pp |
| Employer contribution / active EE | $2,743 | $4,810-43.0% | $4,305-36.3% | $4,299-36.2% |
| Participant deferral / active EE | $6,618 | $6,272+5.5% | $5,540+19.4% | $6,507+1.7% |
| Admin fee / account holder | $436 | $16,786-97.4% | $14,329-97.0% | $12,624-96.5% |