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 | $105,733 | $68,547+54.2% | $120,354-12.1% | $80,856+30.8% |
| Participation rate | 57.1% | 61.6%-4.5pp | 71.9%-14.8pp | 67.6%-10.5pp |
| Annual return | 7.76% | 23.60%-15.8pp | 107.15%-99.4pp | 35.59%-27.8pp |
| Employer contribution / active EE | $1,417 | $2,051-30.9% | $3,463-59.1% | $2,755-48.6% |
| Participant deferral / active EE | $2,736 | $3,173-13.8% | $4,991-45.2% | $4,296-36.3% |
| Admin fee / account holder | $4,709 | $5,732-17.9% | $9,423-50.0% | $6,918-31.9% |