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 | $158,084 | $94,031+68.1% | $115,768+36.6% | $82,448+91.7% |
| Participation rate | 57.3% | 70.4%-13.1pp | 74.4%-17.1pp | 68.1%-10.7pp |
| Annual return | 9.26% | 20.61%-11.3pp | 100.46%-91.2pp | 41.64%-32.4pp |
| Employer contribution / active EE | $3,138 | $2,323+35.0% | $2,940+6.7% | $2,551+23.0% |
| Participant deferral / active EE | $7,538 | $3,972+89.8% | $4,917+53.3% | $4,139+82.1% |
| Admin fee / account holder | $7,619 | $10,249-25.7% | $12,439-38.7% | $7,234+5.3% |