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 | $98,611 | $89,753+9.9% | $107,525-8.3% | $84,808+16.3% |
| Participation rate | 48.1% | 68.1%-19.9pp | 75.1%-26.9pp | 68.3%-20.2pp |
| Annual return | 11.70% | 29.48%-17.8pp | 181.32%-169.6pp | 40.90%-29.2pp |
| Employer contribution / active EE | $1,863 | $3,113-40.2% | $3,754-50.4% | $2,631-29.2% |
| Participant deferral / active EE | $4,254 | $4,056+4.9% | $5,116-16.8% | $4,212+1.0% |
| Admin fee / account holder | $14,325 | $7,222+98.4% | $8,919+60.6% | $7,344+95.1% |