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 | $154,785 | $100,326+54.3% | $180,183-14.1% | $84,808+82.5% |
| Participation rate | 64.5% | 71.0%-6.5pp | 77.4%-12.9pp | 68.3%-3.8pp |
| Annual return | 12.40% | 17.86%-5.5pp | 27.86%-15.5pp | 40.90%-28.5pp |
| Employer contribution / active EE | $1,650 | $3,269-49.5% | $5,039-67.3% | $2,631-37.3% |
| Participant deferral / active EE | $3,161 | $5,066-37.6% | $6,822-53.7% | $4,212-24.9% |
| Admin fee / account holder | $11,401 | $9,674+17.8% | $19,975-42.9% | $7,344+55.2% |