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 | $104,628 | $90,745+15.3% | $130,231-19.7% | $75,163+39.2% |
| Participation rate | 44.6% | 71.1%-26.4pp | 76.3%-31.6pp | 67.2%-22.5pp |
| Annual return | 11.79% | 34.45%-22.7pp | 38.77%-27.0pp | 160.62%-148.8pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $4,126-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,749 | $5,362-48.7% | $6,799-59.6% | $4,125-33.3% |
| Admin fee / account holder | $6,247 | $6,331-1.3% | $6,020+3.8% | $5,651+10.5% |