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 | $73,110 | $63,346+15.4% | $92,233-20.7% | $70,131+4.2% |
| Participation rate | 35.4% | 68.7%-33.2pp | 76.5%-41.0pp | 69.5%-34.1pp |
| Annual return | 11.96% | 530.12%-518.2pp | 176.28%-164.3pp | 73.14%-61.2pp |
| Employer contribution / active EE | $1,252 | $2,471-49.3% | $3,679-66.0% | $2,342-46.6% |
| Participant deferral / active EE | $1,153 | $2,854-59.6% | $3,897-70.4% | $3,332-65.4% |
| Admin fee / account holder | $2,312 | $3,840-39.8% | $5,194-55.5% | $4,645-50.2% |