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 | $95,803+41.8% | $113,168+20.1% | $84,808+60.2% |
| Participation rate | 64.1% | 72.9%-8.8pp | 76.6%-12.5pp | 68.3%-4.2pp |
| Annual return | 11.27% | 25.00%-13.7pp | 24.27%-13.0pp | 40.90%-29.6pp |
| Employer contribution / active EE | $2,323 | $2,360-1.6% | $2,975-21.9% | $2,631-11.7% |
| Participant deferral / active EE | $5,019 | $4,242+18.3% | $5,107-1.7% | $4,212+19.2% |
| Admin fee / account holder | $10,072 | $8,989+12.1% | $12,068-16.5% | $7,344+37.2% |