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 | $119,049 | $80,673+47.6% | $101,326+17.5% | $84,808+40.4% |
| Participation rate | 57.1% | 77.8%-20.6pp | 81.5%-24.4pp | 68.3%-11.2pp |
| Annual return | 13.62% | 38.95%-25.3pp | 36.82%-23.2pp | 40.90%-27.3pp |
| Employer contribution / active EE | $1,965 | $2,698-27.2% | $3,665-46.4% | $2,631-25.3% |
| Participant deferral / active EE | $3,918 | $6,840-42.7% | $7,994-51.0% | $4,212-7.0% |
| Admin fee / account holder | $32,375 | $12,784+153.2% | $11,185+189.4% | $7,344+340.8% |