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 | $151,652 | $51,175+196.3% | $70,515+115.1% | $75,163+101.8% |
| Participation rate | 54.5% | 60.9%-6.4pp | 68.3%-13.8pp | 67.2%-12.6pp |
| Annual return | 12.20% | 30.02%-17.8pp | 32.77%-20.6pp | 160.62%-148.4pp |
| Employer contribution / active EE | $1,103 | $1,826-39.6% | $2,973-62.9% | $2,670-58.7% |
| Participant deferral / active EE | $3,656 | $2,849+28.3% | $4,567-19.9% | $4,125-11.4% |
| Admin fee / account holder | $4,752 | $4,091+16.2% | $6,412-25.9% | $5,651-15.9% |