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 | $149,251 | $214,378-30.4% | $200,582-25.6% | $142,382+4.8% |
| Participation rate | 57.1% | 87.4%-30.3pp | 86.9%-29.7pp | 80.1%-23.0pp |
| Annual return | 10.74% | 46.41%-35.7pp | 42.33%-31.6pp | 217.08%-206.3pp |
| Employer contribution / active EE | $1,546 | $6,841-77.4% | $6,419-75.9% | $4,299-64.0% |
| Participant deferral / active EE | $5,330 | $9,865-46.0% | $9,331-42.9% | $6,507-18.1% |
| Admin fee / account holder | $62,987 | $17,692+256.0% | $16,305+286.3% | $12,624+399.0% |