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 5-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 | $189,768 | $109,413+73.4% | $156,263+21.4% | $84,808+123.8% |
| Participation rate | 57.4% | 72.7%-15.2pp | 78.9%-21.5pp | 68.3%-10.9pp |
| Annual return | 10.73% | 20.18%-9.5pp | 59.47%-48.7pp | 40.90%-30.2pp |
| Employer contribution / active EE | $1,290 | $2,907-55.6% | $4,333-70.2% | $2,631-51.0% |
| Participant deferral / active EE | $5,661 | $4,590+23.4% | $6,158-8.1% | $4,212+34.4% |
| Admin fee / account holder | $2,457 | $9,357-73.7% | $14,255-82.8% | $7,344-66.5% |