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 | $159,977 | $93,571+71.0% | $135,903+17.7% | $75,163+112.8% |
| Participation rate | 14.8% | 75.2%-60.4pp | 81.9%-67.1pp | 67.2%-52.4pp |
| Annual return | 13.36% | 30.90%-17.5pp | 68.23%-54.9pp | 160.62%-147.3pp |
| Employer contribution / active EE | $3,351 | $3,537-5.3% | $4,856-31.0% | $2,670+25.5% |
| Participant deferral / active EE | $6,868 | $6,404+7.2% | $7,758-11.5% | $4,125+66.5% |
| Admin fee / account holder | $7,857 | $6,975+12.6% | $10,762-27.0% | $5,651+39.0% |