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 | $135,885 | $95,453+42.4% | $112,040+21.3% | $82,448+64.8% |
| Participation rate | 64.1% | 72.8%-8.7pp | 76.5%-12.4pp | 68.1%-4.0pp |
| Annual return | 11.27% | 23.92%-12.6pp | 24.52%-13.2pp | 41.64%-30.4pp |
| Employer contribution / active EE | $2,323 | $2,318+0.2% | $2,954-21.4% | $2,551-8.9% |
| Participant deferral / active EE | $5,019 | $4,224+18.8% | $5,098-1.5% | $4,139+21.3% |
| Admin fee / account holder | $10,072 | $9,013+11.7% | $12,098-16.7% | $7,234+39.2% |