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 | $168,882 | $86,929+94.3% | $102,423+64.9% | $80,856+108.9% |
| Participation rate | 51.6% | 72.4%-20.8pp | 76.5%-24.9pp | 67.6%-16.0pp |
| Annual return | 8.04% | 18.88%-10.8pp | 29.32%-21.3pp | 35.59%-27.6pp |
| Employer contribution / active EE | $2,902 | $2,369+22.5% | $3,023-4.0% | $2,755+5.4% |
| Participant deferral / active EE | $4,076 | $4,118-1.0% | $5,053-19.3% | $4,296-5.1% |
| Admin fee / account holder | $20,203 | $8,049+151.0% | $9,451+113.8% | $6,918+192.0% |