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 | $190,008 | $148,534+27.9% | $135,903+39.8% | $139,434+36.3% |
| Participation rate | 16.7% | 83.9%-67.2pp | 81.9%-65.2pp | 80.3%-63.7pp |
| Annual return | 7.04% | 79.19%-72.1pp | 68.23%-61.2pp | 372.94%-365.9pp |
| Employer contribution / active EE | $1,250 | $5,243-76.2% | $4,856-74.3% | $4,751-73.7% |
| Participant deferral / active EE | $0 | $8,100-100.0% | $7,758-100.0% | $6,710-100.0% |
| Admin fee / account holder | $6,992 | $12,400-43.6% | $10,762-35.0% | $11,403-38.7% |