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 | $153,273 | $62,573+145.0% | $85,682+78.9% | $85,850+78.5% |
| Participation rate | 60.7% | 61.1%-0.4pp | 69.9%-9.1pp | 69.3%-8.6pp |
| Annual return | 10.06% | 23.77%-13.7pp | 21.49%-11.4pp | 318.53%-308.5pp |
| Employer contribution / active EE | $1,175 | $1,757-33.1% | $2,618-55.1% | $2,565-54.2% |
| Participant deferral / active EE | $3,922 | $2,802+40.0% | $3,9230% | $3,952-0.7% |
| Admin fee / account holder | $2,432 | $4,640-47.6% | $6,873-64.6% | $6,260-61.1% |