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 | $153,356 | $68,547+123.7% | $120,354+27.4% | $80,856+89.7% |
| Participation rate | 50.0% | 61.6%-11.6pp | 71.9%-21.9pp | 67.6%-17.6pp |
| Annual return | 7.98% | 23.60%-15.6pp | 107.15%-99.2pp | 35.59%-27.6pp |
| Employer contribution / active EE | $1,774 | $2,051-13.5% | $3,463-48.8% | $2,755-35.6% |
| Participant deferral / active EE | $3,404 | $3,173+7.3% | $4,991-31.8% | $4,296-20.8% |
| Admin fee / account holder | $4,166 | $5,732-27.3% | $9,423-55.8% | $6,918-39.8% |