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 | $161,229 | $86,929+85.5% | $102,423+57.4% | $80,856+99.4% |
| Participation rate | 61.0% | 72.4%-11.4pp | 76.5%-15.5pp | 67.6%-6.6pp |
| Annual return | 10.37% | 18.88%-8.5pp | 29.32%-19.0pp | 35.59%-25.2pp |
| Employer contribution / active EE | $2,062 | $2,369-13.0% | $3,023-31.8% | $2,755-25.1% |
| Participant deferral / active EE | $3,090 | $4,118-25.0% | $5,053-38.8% | $4,296-28.1% |
| Admin fee / account holder | $13,934 | $8,049+73.1% | $9,451+47.4% | $6,918+101.4% |