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 | $139,790 | $68,719+103.4% | $91,541+52.7% | $84,808+64.8% |
| Participation rate | 57.9% | 64.5%-6.6pp | 69.8%-11.9pp | 68.3%-10.4pp |
| Annual return | 10.84% | 19.12%-8.3pp | 20.50%-9.7pp | 40.90%-30.1pp |
| Employer contribution / active EE | $2,670 | $1,920+39.1% | $2,505+6.6% | $2,631+1.5% |
| Participant deferral / active EE | $4,310 | $3,136+37.4% | $4,008+7.5% | $4,212+2.3% |
| Admin fee / account holder | $12,031 | $5,786+107.9% | $6,956+73.0% | $7,344+63.8% |