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 | $112,508 | $58,694+91.7% | $142,863-21.2% | $85,850+31.1% |
| Participation rate | 40.4% | 58.5%-18.1pp | 71.9%-31.5pp | 69.3%-28.9pp |
| Annual return | 11.38% | 27.72%-16.3pp | 5637.54%-5626.2pp | 318.53%-307.2pp |
| Employer contribution / active EE | $1,348 | $1,423-5.3% | $4,144-67.5% | $2,565-47.5% |
| Participant deferral / active EE | $2,599 | $2,607-0.3% | $3,837-32.3% | $3,952-34.2% |
| Admin fee / account holder | $6,845 | $4,239+61.5% | $6,560+4.3% | $6,260+9.4% |