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 | $121,245 | $86,929+39.5% | $102,423+18.4% | $80,856+50.0% |
| Participation rate | 58.5% | 72.4%-13.8pp | 76.5%-18.0pp | 67.6%-9.1pp |
| Annual return | 9.76% | 18.88%-9.1pp | 29.32%-19.6pp | 35.59%-25.8pp |
| Employer contribution / active EE | $3,814 | $2,369+61.0% | $3,023+26.1% | $2,755+38.4% |
| Participant deferral / active EE | $5,671 | $4,118+37.7% | $5,053+12.2% | $4,296+32.0% |
| Admin fee / account holder | $13,422 | $8,049+66.8% | $9,451+42.0% | $6,918+94.0% |