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 | $154,807 | $93,170+66.2% | $100,534+54.0% | $84,808+82.5% |
| Participation rate | 69.0% | 75.8%-6.8pp | 80.6%-11.6pp | 68.3%+0.7pp |
| Annual return | 10.58% | 47.13%-36.5pp | 32.66%-22.1pp | 40.90%-30.3pp |
| Employer contribution / active EE | $2,054 | $3,985-48.4% | $4,346-52.7% | $2,631-21.9% |
| Participant deferral / active EE | $5,298 | $5,699-7.0% | $6,144-13.8% | $4,212+25.8% |
| Admin fee / account holder | $10,784 | $7,382+46.1% | $7,654+40.9% | $7,344+46.8% |