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 | $146,885 | $82,978+77.0% | $129,995+13.0% | $71,457+105.6% |
| Participation rate | 59.8% | 74.1%-14.3pp | 78.5%-18.7pp | 67.9%-8.1pp |
| Annual return | 13.46% | 20.60%-7.1pp | -137.18%+150.6pp | 28.85%-15.4pp |
| Employer contribution / active EE | $2,735 | $2,622+4.3% | $4,320-36.7% | $2,588+5.7% |
| Participant deferral / active EE | $5,501 | $4,432+24.1% | $5,820-5.5% | $4,289+28.3% |
| Admin fee / account holder | $20,998 | $1,729+1114.5% | $10,614+97.8% | $1,587+1222.9% |