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 | $110,840 | $85,766+29.2% | $136,294-18.7% | $70,131+58.0% |
| Participation rate | 66.7% | 74.2%-7.5pp | 81.9%-15.3pp | 69.5%-2.9pp |
| Annual return | 10.39% | 31.45%-21.1pp | 5155.94%-5145.5pp | 73.14%-62.8pp |
| Employer contribution / active EE | $1,641 | $2,966-44.7% | $4,695-65.1% | $2,342-30.0% |
| Participant deferral / active EE | $3,350 | $5,051-33.7% | $6,247-46.4% | $3,332+0.5% |
| Admin fee / account holder | $3,402 | $5,420-37.2% | $9,243-63.2% | $4,645-26.8% |