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 | $177,468 | $76,367+132.4% | $93,606+89.6% | $72,985+143.2% |
| Participation rate | 67.5% | 71.7%-4.2pp | 75.8%-8.3pp | 69.5%-2.0pp |
| Annual return | 13.00% | 25.82%-12.8pp | 32.76%-19.8pp | 81.00%-68.0pp |
| Employer contribution / active EE | $1,258 | $2,275-44.7% | $2,718-53.7% | $2,440-48.5% |
| Participant deferral / active EE | $3,699 | $3,538+4.6% | $4,069-9.1% | $3,607+2.6% |
| Admin fee / account holder | $14,764 | $6,838+115.9% | $7,888+87.2% | $5,124+188.1% |