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 | $108,540 | $74,927+44.9% | $101,794+6.6% | $84,808+28.0% |
| Participation rate | 53.6% | 61.4%-7.8pp | 69.2%-15.6pp | 68.3%-14.7pp |
| Annual return | 10.00% | 18.70%-8.7pp | 30.53%-20.5pp | 40.90%-30.9pp |
| Employer contribution / active EE | $2,225 | $1,522+46.2% | $2,289-2.8% | $2,631-15.4% |
| Participant deferral / active EE | $4,119 | $3,099+32.9% | $4,084+0.9% | $4,212-2.2% |
| Admin fee / account holder | $10,582 | $6,514+62.5% | $8,777+20.6% | $7,344+44.1% |