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 | $75,585 | $63,346+19.3% | $92,233-18.0% | $70,131+7.8% |
| Participation rate | 46.4% | 68.7%-22.2pp | 76.5%-30.1pp | 69.5%-23.1pp |
| Annual return | 10.41% | 530.12%-519.7pp | 176.28%-165.9pp | 73.14%-62.7pp |
| Employer contribution / active EE | $1,693 | $2,471-31.5% | $3,679-54.0% | $2,342-27.7% |
| Participant deferral / active EE | $4,476 | $2,854+56.8% | $3,897+14.9% | $3,332+34.3% |
| Admin fee / account holder | $461 | $3,840-88.0% | $5,194-91.1% | $4,645-90.1% |