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 | $115,906 | $91,552+26.6% | $133,956-13.5% | $79,858+45.1% |
| Participation rate | 50.0% | 73.3%-23.3pp | 79.8%-29.8pp | 69.6%-19.6pp |
| Annual return | 7.77% | 61.85%-54.1pp | 45.09%-37.3pp | 31.71%-23.9pp |
| Employer contribution / active EE | $1,092 | $2,384-54.2% | $3,919-72.1% | $2,471-55.8% |
| Participant deferral / active EE | $2,033 | $3,733-45.6% | $5,048-59.7% | $3,740-45.6% |
| Admin fee / account holder | $1,574 | $6,321-75.1% | $8,927-82.4% | $5,306-70.3% |