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 | $107,315 | $93,571+14.7% | $135,903-21.0% | $75,163+42.8% |
| Participation rate | 35.6% | 75.2%-39.6pp | 81.9%-46.3pp | 67.2%-31.6pp |
| Annual return | 10.42% | 30.90%-20.5pp | 68.23%-57.8pp | 160.62%-150.2pp |
| Employer contribution / active EE | $1,963 | $3,537-44.5% | $4,856-59.6% | $2,670-26.5% |
| Participant deferral / active EE | $4,900 | $6,404-23.5% | $7,758-36.8% | $4,125+18.8% |
| Admin fee / account holder | $47,277 | $6,975+577.8% | $10,762+339.3% | $5,651+736.6% |