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 | $135,650 | $73,933+83.5% | $96,683+40.3% | $75,163+80.5% |
| Participation rate | 44.8% | 66.4%-21.6pp | 74.3%-29.5pp | 67.2%-22.4pp |
| Annual return | 10.89% | 26.70%-15.8pp | 35.69%-24.8pp | 160.62%-149.7pp |
| Employer contribution / active EE | $2,254 | $2,928-23.0% | $3,737-39.7% | $2,670-15.6% |
| Participant deferral / active EE | $4,118 | $3,659+12.6% | $4,878-15.6% | $4,125-0.2% |
| Admin fee / account holder | $10,200 | $5,216+95.6% | $6,730+51.6% | $5,651+80.5% |