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 | $122,362 | $68,547+78.5% | $120,354+1.7% | $80,856+51.3% |
| Participation rate | 41.5% | 61.6%-20.1pp | 71.9%-30.4pp | 67.6%-26.1pp |
| Annual return | 9.68% | 23.60%-13.9pp | 107.15%-97.5pp | 35.59%-25.9pp |
| Employer contribution / active EE | $1,118 | $2,051-45.5% | $3,463-67.7% | $2,755-59.4% |
| Participant deferral / active EE | $2,293 | $3,173-27.8% | $4,991-54.1% | $4,296-46.6% |
| Admin fee / account holder | $4,592 | $5,732-19.9% | $9,423-51.3% | $6,918-33.6% |