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 | $100,332 | $125,758-20.2% | $169,993-41.0% | $75,163+33.5% |
| Participation rate | 61.5% | 83.6%-22.1pp | 87.0%-25.5pp | 67.2%-5.7pp |
| Annual return | 11.72% | 27.20%-15.5pp | 53.37%-41.6pp | 160.62%-148.9pp |
| Employer contribution / active EE | $1,486 | $4,615-67.8% | $6,785-78.1% | $2,670-44.3% |
| Participant deferral / active EE | $3,416 | $6,837-50.0% | $10,408-67.2% | $4,125-17.2% |
| Admin fee / account holder | $7,031 | $8,173-14.0% | $12,815-45.1% | $5,651+24.4% |