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 | $155,669 | $175,202-11.1% | $149,673+4.0% | $139,434+11.6% |
| Participation rate | 62.5% | 83.4%-20.9pp | 78.8%-16.3pp | 80.3%-17.8pp |
| Annual return | 8.02% | 166.71%-158.7pp | 134.42%-126.4pp | 372.94%-364.9pp |
| Employer contribution / active EE | $4,237 | $5,474-22.6% | $4,818-12.1% | $4,751-10.8% |
| Participant deferral / active EE | $5,512 | $6,519-15.5% | $5,680-3.0% | $6,710-17.9% |
| Admin fee / account holder | $2,195 | $16,150-86.4% | $13,210-83.4% | $11,403-80.8% |