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 | $181,914 | $103,376+76.0% | $87,100+108.9% | $152,861+19.0% |
| Participation rate | 60.0% | 79.3%-19.3pp | 76.9%-16.9pp | 82.4%-22.4pp |
| Annual return | 6.41% | 28.10%-21.7pp | 28.19%-21.8pp | 345.32%-338.9pp |
| Employer contribution / active EE | $1,674 | $3,220-48.0% | $2,521-33.6% | $4,762-64.8% |
| Participant deferral / active EE | $7,379 | $4,778+54.4% | $4,049+82.3% | $5,850+26.1% |
| Admin fee / account holder | $4,243 | $12,205-65.2% | $7,497-43.4% | $11,596-63.4% |