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 | $148,001 | $109,881+34.7% | $150,045-1.4% | $84,808+74.5% |
| Participation rate | 28.0% | 76.1%-48.1pp | 82.3%-54.3pp | 68.3%-40.3pp |
| Annual return | 10.87% | 28.25%-17.4pp | 62.55%-51.7pp | 40.90%-30.0pp |
| Employer contribution / active EE | $4,637 | $3,561+30.2% | $4,693-1.2% | $2,631+76.2% |
| Participant deferral / active EE | $10,148 | $6,636+52.9% | $7,997+26.9% | $4,212+140.9% |
| Admin fee / account holder | $196,198 | $8,568+2189.9% | $13,435+1360.4% | $7,344+2571.6% |