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 | $163,769 | $100,773+62.5% | $88,946+84.1% | $142,382+15.0% |
| Participation rate | 62.5% | 74.3%-11.8pp | 68.8%-6.3pp | 80.1%-17.6pp |
| Annual return | 10.70% | 70.18%-59.5pp | 57.82%-47.1pp | 217.08%-206.4pp |
| Employer contribution / active EE | $1,976 | $2,918-32.3% | $2,555-22.6% | $4,299-54.0% |
| Participant deferral / active EE | $5,987 | $5,230+14.5% | $4,581+30.7% | $6,507-8.0% |
| Admin fee / account holder | $5,007 | $9,693-48.3% | $8,261-39.4% | $12,624-60.3% |