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 | $106,373 | $94,625+12.4% | $116,228-8.5% | $84,808+25.4% |
| Participation rate | 52.5% | 70.4%-17.9pp | 74.6%-22.1pp | 68.3%-15.8pp |
| Annual return | 8.65% | 20.40%-11.8pp | 90.06%-81.4pp | 40.90%-32.2pp |
| Employer contribution / active EE | $1,182 | $2,347-49.6% | $2,994-60.5% | $2,631-55.1% |
| Participant deferral / active EE | $1,909 | $3,972-51.9% | $4,953-61.5% | $4,212-54.7% |
| Admin fee / account holder | $7,897 | $10,091-21.7% | $11,989-34.1% | $7,344+7.5% |