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 | $188,197 | $93,571+101.1% | $135,903+38.5% | $75,163+150.4% |
| Participation rate | 56.7% | 75.2%-18.5pp | 81.9%-25.2pp | 67.2%-10.5pp |
| Annual return | 13.51% | 30.90%-17.4pp | 68.23%-54.7pp | 160.62%-147.1pp |
| Employer contribution / active EE | $2,138 | $3,537-39.5% | $4,856-56.0% | $2,670-19.9% |
| Participant deferral / active EE | $6,998 | $6,404+9.3% | $7,758-9.8% | $4,125+69.6% |
| Admin fee / account holder | $8,070 | $6,975+15.7% | $10,762-25.0% | $5,651+42.8% |