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 | $152,101 | $89,355+70.2% | $141,162+7.7% | $72,985+108.4% |
| Participation rate | 68.8% | 75.1%-6.4pp | 82.5%-13.7pp | 69.5%-0.7pp |
| Annual return | 18.49% | 111.85%-93.4pp | 71.39%-52.9pp | 81.00%-62.5pp |
| Employer contribution / active EE | $2,769 | $3,114-11.1% | $4,735-41.5% | $2,440+13.5% |
| Participant deferral / active EE | $6,590 | $5,418+21.6% | $6,709-1.8% | $3,607+82.7% |
| Admin fee / account holder | $6,902 | $5,958+15.8% | $10,261-32.7% | $5,124+34.7% |