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 | $152,146 | $91,552+66.2% | $133,956+13.6% | $79,858+90.5% |
| Participation rate | 66.7% | 73.3%-6.7pp | 79.8%-13.2pp | 69.6%-3.0pp |
| Annual return | 8.42% | 61.85%-53.4pp | 45.09%-36.7pp | 31.71%-23.3pp |
| Employer contribution / active EE | $1,668 | $2,384-30.0% | $3,919-57.4% | $2,471-32.5% |
| Participant deferral / active EE | $4,284 | $3,733+14.7% | $5,048-15.1% | $3,740+14.5% |
| Admin fee / account holder | $3,228 | $6,321-48.9% | $8,927-63.8% | $5,306-39.2% |