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 | $112,704 | $65,365+72.4% | $92,893+21.3% | $72,985+54.4% |
| Participation rate | 51.6% | 68.3%-16.7pp | 76.0%-24.4pp | 69.5%-17.9pp |
| Annual return | 15.51% | 42.10%-26.6pp | 109.41%-93.9pp | 81.00%-65.5pp |
| Employer contribution / active EE | $2,182 | $2,594-15.9% | $3,653-40.3% | $2,440-10.6% |
| Participant deferral / active EE | $5,761 | $3,128+84.1% | $4,236+36.0% | $3,607+59.7% |
| Admin fee / account holder | $4,377 | $4,251+3.0% | $5,794-24.5% | $5,124-14.6% |