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 | $94,128 | $110,261-14.6% | $95,745-1.7% | $139,434-32.5% |
| Participation rate | 57.1% | 75.8%-18.6pp | 72.3%-15.1pp | 80.3%-23.2pp |
| Annual return | 7.72% | 27.11%-19.4pp | 28.35%-20.6pp | 372.94%-365.2pp |
| Employer contribution / active EE | $1,433 | $3,257-56.0% | $2,835-49.5% | $4,751-69.8% |
| Participant deferral / active EE | $8,788 | $4,676+87.9% | $4,245+107.0% | $6,710+31.0% |
| Admin fee / account holder | $3,738 | $6,613-43.5% | $5,678-34.2% | $11,403-67.2% |