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 | $160,413 | $117,983+36.0% | $101,794+57.6% | $142,382+12.7% |
| Participation rate | 55.0% | 74.2%-19.2pp | 69.2%-14.2pp | 80.1%-25.1pp |
| Annual return | 7.68% | 36.92%-29.2pp | 30.53%-22.8pp | 217.08%-209.4pp |
| Employer contribution / active EE | $1,669 | $2,773-39.8% | $2,289-27.1% | $4,299-61.2% |
| Participant deferral / active EE | $2,266 | $4,714-51.9% | $4,084-44.5% | $6,507-65.2% |
| Admin fee / account holder | $5,173 | $10,433-50.4% | $8,777-41.1% | $12,624-59.0% |