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 | $167,303 | $109,881+52.3% | $150,045+11.5% | $84,808+97.3% |
| Participation rate | 44.6% | 76.1%-31.5pp | 82.3%-37.7pp | 68.3%-23.7pp |
| Annual return | 12.89% | 28.25%-15.4pp | 62.55%-49.7pp | 40.90%-28.0pp |
| Employer contribution / active EE | $2,454 | $3,561-31.1% | $4,693-47.7% | $2,631-6.7% |
| Participant deferral / active EE | $4,005 | $6,636-39.7% | $7,997-49.9% | $4,212-4.9% |
| Admin fee / account holder | $937 | $8,568-89.1% | $13,435-93.0% | $7,344-87.2% |