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 | $132,766 | $71,050+86.9% | $93,606+41.8% | $80,856+64.2% |
| Participation rate | 43.3% | 60.4%-17.1pp | 68.7%-25.4pp | 67.6%-24.3pp |
| Annual return | 7.78% | 11.26%-3.5pp | 133.20%-125.4pp | 35.59%-27.8pp |
| Employer contribution / active EE | $1,759 | $1,564+12.5% | $2,420-27.3% | $2,755-36.1% |
| Participant deferral / active EE | $3,802 | $4,034-5.7% | $4,411-13.8% | $4,296-11.5% |
| Admin fee / account holder | $9,350 | $6,945+34.6% | $8,285+12.9% | $6,918+35.2% |