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 | $135,448 | $81,460+66.3% | $103,333+31.1% | $80,856+67.5% |
| Participation rate | 56.8% | 66.8%-10.1pp | 74.5%-17.8pp | 67.6%-10.9pp |
| Annual return | 10.14% | 25.55%-15.4pp | 24.88%-14.7pp | 35.59%-25.5pp |
| Employer contribution / active EE | $3,368 | $3,105+8.5% | $3,868-12.9% | $2,755+22.3% |
| Participant deferral / active EE | $5,211 | $3,869+34.7% | $5,057+3.0% | $4,296+21.3% |
| Admin fee / account holder | $9,557 | $6,566+45.5% | $8,355+14.4% | $6,918+38.1% |