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 | $201,270 | $73,933+172.2% | $96,683+108.2% | $75,163+167.8% |
| Participation rate | 64.9% | 66.4%-1.6pp | 74.3%-9.5pp | 67.2%-2.3pp |
| Annual return | 13.12% | 26.70%-13.6pp | 35.69%-22.6pp | 160.62%-147.5pp |
| Employer contribution / active EE | $2,056 | $2,928-29.8% | $3,737-45.0% | $2,670-23.0% |
| Participant deferral / active EE | $5,680 | $3,659+55.3% | $4,878+16.4% | $4,125+37.7% |
| Admin fee / account holder | $4,172 | $5,216-20.0% | $6,730-38.0% | $5,651-26.2% |