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 | $126,901 | $76,407+66.1% | $150,298-15.6% | $82,448+53.9% |
| Participation rate | 44.0% | 66.4%-22.4pp | 77.8%-33.8pp | 68.1%-24.1pp |
| Annual return | 12.74% | 39.99%-27.2pp | 62.79%-50.0pp | 41.64%-28.9pp |
| Employer contribution / active EE | $2,172 | $2,614-16.9% | $4,154-47.7% | $2,551-14.9% |
| Participant deferral / active EE | $2,616 | $3,214-18.6% | $5,453-52.0% | $4,139-36.8% |
| Admin fee / account holder | $7,363 | $6,352+15.9% | $14,116-47.8% | $7,234+1.8% |