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 | $158,959 | $81,460+95.1% | $103,333+53.8% | $80,856+96.6% |
| Participation rate | 64.8% | 66.8%-2.1pp | 74.5%-9.7pp | 67.6%-2.8pp |
| Annual return | 9.71% | 25.55%-15.8pp | 24.88%-15.2pp | 35.59%-25.9pp |
| Employer contribution / active EE | $4,181 | $3,105+34.7% | $3,868+8.1% | $2,755+51.8% |
| Participant deferral / active EE | $6,779 | $3,869+75.2% | $5,057+34.0% | $4,296+57.8% |
| Admin fee / account holder | $15,961 | $6,566+143.1% | $8,355+91.0% | $6,918+130.7% |