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 | $122,746 | $109,881+11.7% | $150,045-18.2% | $84,808+44.7% |
| Participation rate | 34.6% | 76.1%-41.5pp | 82.3%-47.7pp | 68.3%-33.7pp |
| Annual return | 11.97% | 28.25%-16.3pp | 62.55%-50.6pp | 40.90%-28.9pp |
| Employer contribution / active EE | $1,699 | $3,561-52.3% | $4,693-63.8% | $2,631-35.4% |
| Participant deferral / active EE | $3,399 | $6,636-48.8% | $7,997-57.5% | $4,212-19.3% |
| Admin fee / account holder | $1,353 | $8,568-84.2% | $13,435-89.9% | $7,344-81.6% |