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 | $129,900 | $106,515+22.0% | $96,683+34.4% | $139,434-6.8% |
| Participation rate | 58.3% | 77.8%-19.5pp | 74.3%-16.0pp | 80.3%-22.0pp |
| Annual return | 9.41% | 38.43%-29.0pp | 35.69%-26.3pp | 372.94%-363.5pp |
| Employer contribution / active EE | $1,391 | $4,103-66.1% | $3,737-62.8% | $4,751-70.7% |
| Participant deferral / active EE | $1,836 | $5,454-66.3% | $4,878-62.4% | $6,710-72.6% |
| Admin fee / account holder | $7,364 | $7,877-6.5% | $6,730+9.4% | $11,403-35.4% |