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 | $143,446 | $106,749+34.4% | $145,433-1.4% | $82,448+74.0% |
| Participation rate | 58.5% | 75.6%-17.2pp | 82.1%-23.6pp | 68.1%-9.6pp |
| Annual return | 13.50% | 27.59%-14.1pp | 66.58%-53.1pp | 41.64%-28.1pp |
| Employer contribution / active EE | $1,446 | $3,444-58.0% | $4,554-68.3% | $2,551-43.3% |
| Participant deferral / active EE | $7,906 | $6,519+21.3% | $7,897+0.1% | $4,139+91.0% |
| Admin fee / account holder | $31,230 | $8,390+272.2% | $13,129+137.9% | $7,234+331.7% |