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 | $155,096 | $73,787+110.2% | $98,716+57.1% | $82,448+88.1% |
| Participation rate | 62.8% | 61.4%+1.4pp | 69.3%-6.5pp | 68.1%-5.3pp |
| Annual return | 12.17% | 18.57%-6.4pp | 31.81%-19.6pp | 41.64%-29.5pp |
| Employer contribution / active EE | $2,029 | $1,511+34.3% | $2,279-11.0% | $2,551-20.5% |
| Participant deferral / active EE | $4,870 | $3,081+58.1% | $4,048+20.3% | $4,139+17.7% |
| Admin fee / account holder | $39,986 | $6,500+515.2% | $8,703+359.5% | $7,234+452.7% |