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 | $178,752 | $89,753+99.2% | $107,525+66.2% | $84,808+110.8% |
| Participation rate | 64.3% | 68.1%-3.8pp | 75.1%-10.8pp | 68.3%-4.0pp |
| Annual return | 5.59% | 29.48%-23.9pp | 181.32%-175.7pp | 40.90%-35.3pp |
| Employer contribution / active EE | $1,391 | $3,113-55.3% | $3,754-62.9% | $2,631-47.1% |
| Participant deferral / active EE | $4,734 | $4,056+16.7% | $5,116-7.5% | $4,212+12.4% |
| Admin fee / account holder | $2,450 | $7,222-66.1% | $8,919-72.5% | $7,344-66.6% |