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 | $158,863 | $91,552+73.5% | $133,956+18.6% | $79,858+98.9% |
| Participation rate | 63.2% | 73.3%-10.2pp | 79.8%-16.7pp | 69.6%-6.5pp |
| Annual return | 7.80% | 61.85%-54.0pp | 45.09%-37.3pp | 31.71%-23.9pp |
| Employer contribution / active EE | $6,346 | $2,384+166.2% | $3,919+61.9% | $2,471+156.8% |
| Participant deferral / active EE | $6,268 | $3,733+67.9% | $5,048+24.2% | $3,740+67.6% |
| Admin fee / account holder | $998 | $6,321-84.2% | $8,927-88.8% | $5,306-81.2% |