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 | $137,883 | $76,050+81.3% | $96,544+42.8% | $71,457+93.0% |
| Participation rate | 61.1% | 74.4%-13.3pp | 76.0%-14.9pp | 67.9%-6.9pp |
| Annual return | 13.91% | 22.81%-8.9pp | 25.84%-11.9pp | 28.85%-14.9pp |
| Employer contribution / active EE | $1,817 | $2,244-19.1% | $2,965-38.7% | $2,588-29.8% |
| Participant deferral / active EE | $6,046 | $4,215+43.4% | $4,851+24.6% | $4,289+41.0% |
| Admin fee / account holder | $6,007 | $2,707+121.9% | $8,252-27.2% | $1,587+278.4% |