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 | $186,620 | $86,929+114.7% | $102,423+82.2% | $80,856+130.8% |
| Participation rate | 61.3% | 72.4%-11.1pp | 76.5%-15.2pp | 67.6%-6.3pp |
| Annual return | 10.21% | 18.88%-8.7pp | 29.32%-19.1pp | 35.59%-25.4pp |
| Employer contribution / active EE | $736 | $2,369-68.9% | $3,023-75.7% | $2,755-73.3% |
| Participant deferral / active EE | $4,125 | $4,118+0.2% | $5,053-18.4% | $4,296-4.0% |
| Admin fee / account holder | $4,682 | $8,049-41.8% | $9,451-50.5% | $6,918-32.3% |