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 | $129,500 | $65,365+98.1% | $92,893+39.4% | $72,985+77.4% |
| Participation rate | 44.4% | 68.3%-23.9pp | 76.0%-31.6pp | 69.5%-25.0pp |
| Annual return | 13.03% | 42.10%-29.1pp | 109.41%-96.4pp | 81.00%-68.0pp |
| Employer contribution / active EE | $2,590 | $2,594-0.2% | $3,653-29.1% | $2,440+6.2% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,236-100.0% | $3,607-100.0% |
| Admin fee / account holder | $7,535 | $4,251+77.2% | $5,794+30.1% | $5,124+47.0% |