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 | $180,917 | $110,261+64.1% | $95,745+89.0% | $139,434+29.8% |
| Participation rate | 55.6% | 75.8%-20.2pp | 72.3%-16.7pp | 80.3%-24.8pp |
| Annual return | 4.80% | 27.11%-22.3pp | 28.35%-23.6pp | 372.94%-368.1pp |
| Employer contribution / active EE | $8,550 | $3,257+162.5% | $2,835+201.6% | $4,751+80.0% |
| Participant deferral / active EE | $1,084 | $4,676-76.8% | $4,245-74.5% | $6,710-83.8% |
| Admin fee / account holder | $1,130 | $6,613-82.9% | $5,678-80.1% | $11,403-90.1% |