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 | $170,385 | $148,978+14.4% | $200,582-15.1% | $84,808+100.9% |
| Participation rate | 68.6% | 84.2%-15.6pp | 86.9%-18.3pp | 68.3%+0.3pp |
| Annual return | 13.08% | 28.16%-15.1pp | 42.33%-29.3pp | 40.90%-27.8pp |
| Employer contribution / active EE | $3,794 | $4,815-21.2% | $6,419-40.9% | $2,631+44.2% |
| Participant deferral / active EE | $8,970 | $7,142+25.6% | $9,331-3.9% | $4,212+113.0% |
| Admin fee / account holder | $44,225 | $13,977+216.4% | $16,305+171.2% | $7,344+502.2% |