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 | $151,311 | $114,381+32.3% | $107,525+40.7% | $142,382+6.3% |
| Participation rate | 42.9% | 78.1%-35.3pp | 75.1%-32.2pp | 80.1%-37.3pp |
| Annual return | 2.42% | 242.71%-240.3pp | 181.32%-178.9pp | 217.08%-214.7pp |
| Employer contribution / active EE | $2,053 | $4,015-48.9% | $3,754-45.3% | $4,299-52.3% |
| Participant deferral / active EE | $8,857 | $5,564+59.2% | $5,116+73.1% | $6,507+36.1% |
| Admin fee / account holder | $2,323 | $9,860-76.4% | $8,919-73.9% | $12,624-81.6% |