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 | $218,538 | $57,590+279.5% | $86,233+153.4% | $82,448+165.1% |
| Participation rate | 57.4% | 57.9%-0.4pp | 69.0%-11.6pp | 68.1%-10.6pp |
| Annual return | 11.56% | 22.41%-10.9pp | 61.39%-49.8pp | 41.64%-30.1pp |
| Employer contribution / active EE | $2,260 | $1,655+36.6% | $2,504-9.7% | $2,551-11.4% |
| Participant deferral / active EE | $3,022 | $3,080-1.9% | $4,559-33.7% | $4,139-27.0% |
| Admin fee / account holder | $9,451 | $4,730+99.8% | $8,342+13.3% | $7,234+30.6% |