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 | $150,404 | $153,772-2.2% | $133,980+12.3% | $273,961-45.1% |
| Participation rate | 62.5% | 88.4%-25.9pp | 87.1%-24.6pp | 83.0%-20.5pp |
| Annual return | 2.18% | 36.51%-34.3pp | 29.30%-27.1pp | 41.45%-39.3pp |
| Employer contribution / active EE | $2,573 | $6,029-57.3% | $5,211-50.6% | $4,869-47.1% |
| Participant deferral / active EE | $7,472 | $6,958+7.4% | $6,282+18.9% | $5,287+41.3% |
| Admin fee / account holder | $15,000 | $11,765+27.5% | $9,324+60.9% | $10,132+48.0% |