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 | $145,581 | $214,378-32.1% | $200,582-27.4% | $142,382+2.2% |
| Participation rate | 68.2% | 87.4%-19.3pp | 86.9%-18.7pp | 80.1%-11.9pp |
| Annual return | 10.24% | 46.41%-36.2pp | 42.33%-32.1pp | 217.08%-206.8pp |
| Employer contribution / active EE | $2,956 | $6,841-56.8% | $6,419-53.9% | $4,299-31.2% |
| Participant deferral / active EE | $5,128 | $9,865-48.0% | $9,331-45.0% | $6,507-21.2% |
| Admin fee / account holder | $375 | $17,692-97.9% | $16,305-97.7% | $12,624-97.0% |