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 | $94,625+67.1% | $116,228+36.0% | $84,808+86.4% |
| Participation rate | 57.3% | 70.4%-13.1pp | 74.6%-17.2pp | 68.3%-11.0pp |
| Annual return | 9.26% | 20.40%-11.1pp | 90.06%-80.8pp | 40.90%-31.6pp |
| Employer contribution / active EE | $3,138 | $2,347+33.7% | $2,994+4.8% | $2,631+19.3% |
| Participant deferral / active EE | $7,538 | $3,972+89.8% | $4,953+52.2% | $4,212+79.0% |
| Admin fee / account holder | $7,619 | $10,091-24.5% | $11,989-36.4% | $7,344+3.8% |