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 | $158,298 | $124,881+26.8% | $209,409-24.4% | $116,875+35.4% |
| Participation rate | 43.2% | 75.8%-32.6pp | 80.4%-37.2pp | 74.5%-31.3pp |
| Annual return | 8.81% | 14.56%-5.7pp | 159.49%-150.7pp | 16.29%-7.5pp |
| Employer contribution / active EE | $1,100 | $2,588-57.5% | $5,035-78.2% | $3,288-66.5% |
| Participant deferral / active EE | $2,649 | $3,793-30.1% | $4,230-37.4% | $3,885-31.8% |
| Admin fee / account holder | $2,387 | $12,933-81.5% | $16,474-85.5% | $12,263-80.5% |