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 | $169,690 | $100,326+69.1% | $180,183-5.8% | $84,808+100.1% |
| Participation rate | 54.5% | 71.0%-16.5pp | 77.4%-22.9pp | 68.3%-13.8pp |
| Annual return | 6.77% | 17.86%-11.1pp | 27.86%-21.1pp | 40.90%-34.1pp |
| Employer contribution / active EE | $3,081 | $3,269-5.8% | $5,039-38.9% | $2,631+17.1% |
| Participant deferral / active EE | $4,256 | $5,066-16.0% | $6,822-37.6% | $4,212+1.0% |
| Admin fee / account holder | $12,801 | $9,674+32.3% | $19,975-35.9% | $7,344+74.3% |