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 | $188,643 | $238,490-20.9% | $180,183+4.7% | $142,382+32.5% |
| Participation rate | 61.5% | 82.3%-20.7pp | 77.4%-15.9pp | 80.1%-18.6pp |
| Annual return | 10.30% | 33.56%-23.3pp | 27.86%-17.6pp | 217.08%-206.8pp |
| Employer contribution / active EE | $2,657 | $6,143-56.8% | $5,039-47.3% | $4,299-38.2% |
| Participant deferral / active EE | $5,997 | $7,996-25.0% | $6,822-12.1% | $6,507-7.8% |
| Admin fee / account holder | $120,716 | $28,866+318.2% | $19,975+504.3% | $12,624+856.3% |