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 | $183,927 | $80,673+128.0% | $101,326+81.5% | $84,808+116.9% |
| Participation rate | 49.2% | 77.8%-28.6pp | 81.5%-32.3pp | 68.3%-19.1pp |
| Annual return | 14.20% | 38.95%-24.8pp | 36.82%-22.6pp | 40.90%-26.7pp |
| Employer contribution / active EE | $1,473 | $2,698-45.4% | $3,665-59.8% | $2,631-44.0% |
| Participant deferral / active EE | $4,289 | $6,840-37.3% | $7,994-46.3% | $4,212+1.8% |
| Admin fee / account holder | $32,030 | $12,784+150.5% | $11,185+186.4% | $7,344+336.2% |