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 | $111,386 | $87,013+28.0% | $106,213+4.9% | $80,856+37.8% |
| Participation rate | 59.6% | 70.4%-10.9pp | 75.3%-15.7pp | 67.6%-8.1pp |
| Annual return | 9.52% | 17.05%-7.5pp | 116.14%-106.6pp | 35.59%-26.1pp |
| Employer contribution / active EE | $1,920 | $2,395-19.8% | $3,171-39.4% | $2,755-30.3% |
| Participant deferral / active EE | $4,185 | $3,986+5.0% | $5,016-16.6% | $4,296-2.6% |
| Admin fee / account holder | $2,127 | $8,431-74.8% | $11,033-80.7% | $6,918-69.2% |