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 | $137,165 | $91,407+50.1% | $135,903+0.9% | $71,457+92.0% |
| Participation rate | 68.2% | 75.7%-7.4pp | 81.9%-13.7pp | 67.9%+0.3pp |
| Annual return | 15.85% | 29.90%-14.0pp | 68.23%-52.4pp | 28.85%-13.0pp |
| Employer contribution / active EE | $1,844 | $3,703-50.2% | $4,856-62.0% | $2,588-28.7% |
| Participant deferral / active EE | $5,130 | $7,092-27.7% | $7,758-33.9% | $4,289+19.6% |
| Admin fee / account holder | $1,179 | $1,266-6.9% | $10,762-89.0% | $1,587-25.7% |