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 | $97,133 | $81,208+19.6% | $98,907-1.8% | $79,858+21.6% |
| Participation rate | 51.9% | 72.5%-20.7pp | 76.0%-24.2pp | 69.6%-17.8pp |
| Annual return | 6.68% | 60.99%-54.3pp | 196.43%-189.8pp | 31.71%-25.0pp |
| Employer contribution / active EE | $1,632 | $1,960-16.7% | $2,689-39.3% | $2,471-33.9% |
| Participant deferral / active EE | $3,527 | $3,265+8.0% | $4,244-16.9% | $3,740-5.7% |
| Admin fee / account holder | $1,901 | $6,013-68.4% | $6,642-71.4% | $5,306-64.2% |