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 | $110,114 | $58,208+89.2% | $81,812+34.6% | $80,856+36.2% |
| Participation rate | 54.8% | 63.4%-8.6pp | 72.3%-17.5pp | 67.6%-12.8pp |
| Annual return | 7.65% | 41.66%-34.0pp | 773.79%-766.1pp | 35.59%-27.9pp |
| Employer contribution / active EE | $2,118 | $2,340-9.5% | $2,912-27.3% | $2,755-23.1% |
| Participant deferral / active EE | $4,467 | $3,281+36.1% | $4,319+3.4% | $4,296+4.0% |
| Admin fee / account holder | $2,989 | $4,981-40.0% | $7,386-59.5% | $6,918-56.8% |