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 | $150,789 | $65,041+131.8% | $90,951+65.8% | $79,858+88.8% |
| Participation rate | 67.4% | 61.6%+5.8pp | 69.0%-1.6pp | 69.6%-2.2pp |
| Annual return | 9.75% | 30.45%-20.7pp | 134.60%-124.8pp | 31.71%-22.0pp |
| Employer contribution / active EE | $1,260 | $1,247+1.0% | $2,122-40.6% | $2,471-49.0% |
| Participant deferral / active EE | $4,940 | $2,512+96.7% | $3,373+46.5% | $3,740+32.1% |
| Admin fee / account holder | $1,083 | $4,536-76.1% | $5,959-81.8% | $5,306-79.6% |