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 | $180,284 | $85,202+111.6% | $172,739+4.4% | $72,985+147.0% |
| Participation rate | 65.6% | 70.1%-4.4pp | 82.6%-17.0pp | 69.5%-3.9pp |
| Annual return | 3.03% | 27.32%-24.3pp | 802.84%-799.8pp | 81.00%-78.0pp |
| Employer contribution / active EE | $4,598 | $3,324+38.3% | $5,143-10.6% | $2,440+88.5% |
| Participant deferral / active EE | $11,764 | $3,260+260.8% | $5,198+126.3% | $3,607+226.1% |
| Admin fee / account holder | $16,664 | $5,884+183.2% | $13,954+19.4% | $5,124+225.2% |