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 | $182,595 | $125,758+45.2% | $169,993+7.4% | $75,163+142.9% |
| Participation rate | 52.0% | 83.6%-31.6pp | 87.0%-35.0pp | 67.2%-15.2pp |
| Annual return | 7.14% | 27.20%-20.1pp | 53.37%-46.2pp | 160.62%-153.5pp |
| Employer contribution / active EE | $4,095 | $4,615-11.3% | $6,785-39.6% | $2,670+53.4% |
| Participant deferral / active EE | $6,405 | $6,837-6.3% | $10,408-38.5% | $4,125+55.3% |
| Admin fee / account holder | $1,162 | $8,173-85.8% | $12,815-90.9% | $5,651-79.4% |