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 | $142,369 | $72,492+96.4% | $87,100+63.5% | $72,985+95.1% |
| Participation rate | 64.3% | 72.8%-8.5pp | 76.9%-12.6pp | 69.5%-5.2pp |
| Annual return | 14.52% | 24.46%-9.9pp | 28.19%-13.7pp | 81.00%-66.5pp |
| Employer contribution / active EE | $2,761 | $1,894+45.8% | $2,521+9.5% | $2,440+13.1% |
| Participant deferral / active EE | $4,774 | $3,270+46.0% | $4,049+17.9% | $3,607+32.3% |
| Admin fee / account holder | $11,157 | $5,055+120.7% | $7,497+48.8% | $5,124+117.7% |