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 | $188,608 | $68,547+175.2% | $120,354+56.7% | $80,856+133.3% |
| Participation rate | 51.2% | 61.6%-10.4pp | 71.9%-20.7pp | 67.6%-16.4pp |
| Annual return | 9.84% | 23.60%-13.8pp | 107.15%-97.3pp | 35.59%-25.8pp |
| Employer contribution / active EE | $1,208 | $2,051-41.1% | $3,463-65.1% | $2,755-56.1% |
| Participant deferral / active EE | $4,028 | $3,173+26.9% | $4,991-19.3% | $4,296-6.2% |
| Admin fee / account holder | $10,231 | $5,732+78.5% | $9,423+8.6% | $6,918+47.9% |