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 | $138,944 | $80,968+71.6% | $96,544+43.9% | $75,163+84.9% |
| Participation rate | 59.1% | 71.8%-12.7pp | 76.0%-16.9pp | 67.2%-8.1pp |
| Annual return | 9.13% | 27.06%-17.9pp | 25.84%-16.7pp | 160.62%-151.5pp |
| Employer contribution / active EE | $2,491 | $2,282+9.2% | $2,965-16.0% | $2,670-6.7% |
| Participant deferral / active EE | $4,298 | $3,928+9.4% | $4,851-11.4% | $4,125+4.2% |
| Admin fee / account holder | $15,926 | $6,724+136.8% | $8,252+93.0% | $5,651+181.8% |