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 | $96,651 | $79,944+20.9% | $98,439-1.8% | $75,163+28.6% |
| Participation rate | 53.5% | 70.4%-16.9pp | 75.2%-21.7pp | 67.2%-13.7pp |
| Annual return | 4.75% | 19.75%-15.0pp | 21.16%-16.4pp | 160.62%-155.9pp |
| Employer contribution / active EE | $1,049 | $2,264-53.7% | $3,048-65.6% | $2,670-60.7% |
| Participant deferral / active EE | $1,679 | $3,752-55.2% | $4,738-64.6% | $4,125-59.3% |
| Admin fee / account holder | $1,268 | $6,840-81.5% | $8,948-85.8% | $5,651-77.6% |