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 | $240,371 | $86,929+176.5% | $102,423+134.7% | $80,856+197.3% |
| Participation rate | 44.3% | 72.4%-28.1pp | 76.5%-32.2pp | 67.6%-23.3pp |
| Annual return | 9.20% | 18.88%-9.7pp | 29.32%-20.1pp | 35.59%-26.4pp |
| Employer contribution / active EE | $4,869 | $2,369+105.5% | $3,023+61.0% | $2,755+76.7% |
| Participant deferral / active EE | $4,578 | $4,118+11.1% | $5,053-9.4% | $4,296+6.6% |
| Admin fee / account holder | $59,124 | $8,049+634.5% | $9,451+525.6% | $6,918+754.6% |