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 | $154,798 | $74,927+106.6% | $101,794+52.1% | $84,808+82.5% |
| Participation rate | 68.5% | 61.4%+7.1pp | 69.2%-0.7pp | 68.3%+0.2pp |
| Annual return | 10.19% | 18.70%-8.5pp | 30.53%-20.3pp | 40.90%-30.7pp |
| Employer contribution / active EE | $965 | $1,522-36.6% | $2,289-57.8% | $2,631-63.3% |
| Participant deferral / active EE | $6,774 | $3,099+118.6% | $4,084+65.9% | $4,212+60.8% |
| Admin fee / account holder | $52,601 | $6,514+707.5% | $8,777+499.3% | $7,344+616.3% |