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 | $89,687 | $74,888+19.8% | $71,209+25.9% | $142,382-37.0% |
| Participation rate | 64.3% | 76.2%-11.9pp | 73.8%-9.5pp | 80.1%-15.8pp |
| Annual return | 5.40% | 345.14%-339.7pp | 282.51%-277.1pp | 217.08%-211.7pp |
| Employer contribution / active EE | $1,574 | $2,854-44.9% | $2,721-42.2% | $4,299-63.4% |
| Participant deferral / active EE | $3,535 | $4,454-20.6% | $4,175-15.3% | $6,507-45.7% |
| Admin fee / account holder | $5,289 | $5,568-5.0% | $5,349-1.1% | $12,624-58.1% |