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 | $167,610 | $58,627+185.9% | $76,735+118.4% | $82,448+103.3% |
| Participation rate | 57.1% | 63.2%-6.1pp | 69.5%-12.4pp | 68.1%-10.9pp |
| Annual return | 12.27% | 39.10%-26.8pp | 29.77%-17.5pp | 41.64%-29.4pp |
| Employer contribution / active EE | $2,885 | $1,729+66.8% | $2,454+17.5% | $2,551+13.1% |
| Participant deferral / active EE | $6,112 | $3,134+95.1% | $4,088+49.5% | $4,139+47.7% |
| Admin fee / account holder | $31,095 | $5,323+484.2% | $7,189+332.5% | $7,234+329.8% |