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 | $180,554 | $85,766+110.5% | $136,294+32.5% | $70,131+157.5% |
| Participation rate | 65.6% | 74.2%-8.5pp | 81.9%-16.3pp | 69.5%-3.9pp |
| Annual return | 11.48% | 31.45%-20.0pp | 5155.94%-5144.5pp | 73.14%-61.7pp |
| Employer contribution / active EE | $1,558 | $2,966-47.5% | $4,695-66.8% | $2,342-33.5% |
| Participant deferral / active EE | $4,113 | $5,051-18.6% | $6,247-34.2% | $3,332+23.4% |
| Admin fee / account holder | $4,247 | $5,420-21.6% | $9,243-54.1% | $4,645-8.6% |