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 | $211,725 | $60,022+252.7% | $88,946+138.0% | $84,808+149.7% |
| Participation rate | 40.0% | 57.8%-17.8pp | 68.8%-28.8pp | 68.3%-28.3pp |
| Annual return | 13.46% | 22.43%-9.0pp | 57.82%-44.4pp | 40.90%-27.4pp |
| Employer contribution / active EE | $1,978 | $1,703+16.2% | $2,555-22.6% | $2,631-24.8% |
| Participant deferral / active EE | $3,617 | $3,114+16.2% | $4,581-21.0% | $4,212-14.1% |
| Admin fee / account holder | $5,627 | $4,811+17.0% | $8,261-31.9% | $7,344-23.4% |