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 | $154,589 | $100,326+54.1% | $180,183-14.2% | $84,808+82.3% |
| Participation rate | 63.0% | 71.0%-8.0pp | 77.4%-14.5pp | 68.3%-5.3pp |
| Annual return | 11.46% | 17.86%-6.4pp | 27.86%-16.4pp | 40.90%-29.4pp |
| Employer contribution / active EE | $4,623 | $3,269+41.4% | $5,039-8.3% | $2,631+75.7% |
| Participant deferral / active EE | $12,385 | $5,066+144.5% | $6,822+81.5% | $4,212+194.1% |
| Admin fee / account holder | $64,435 | $9,674+566.0% | $19,975+222.6% | $7,344+777.4% |