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 | $103,879 | $70,428+47.5% | $96,562+7.6% | $85,850+21.0% |
| Participation rate | 56.3% | 61.8%-5.6pp | 69.8%-13.6pp | 69.3%-13.1pp |
| Annual return | 10.83% | 18.59%-7.8pp | 37.78%-27.0pp | 318.53%-307.7pp |
| Employer contribution / active EE | $2,099 | $1,413+48.5% | $2,356-10.9% | $2,565-18.2% |
| Participant deferral / active EE | $5,523 | $2,894+90.9% | $3,849+43.5% | $3,952+39.8% |
| Admin fee / account holder | $3,270 | $4,997-34.6% | $6,181-47.1% | $6,260-47.8% |