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 | $138,600 | $95,803+44.7% | $113,168+22.5% | $84,808+63.4% |
| Participation rate | 43.3% | 72.9%-29.6pp | 76.6%-33.3pp | 68.3%-25.0pp |
| Annual return | 10.41% | 25.00%-14.6pp | 24.27%-13.9pp | 40.90%-30.5pp |
| Employer contribution / active EE | $1,490 | $2,360-36.9% | $2,975-49.9% | $2,631-43.4% |
| Participant deferral / active EE | $4,421 | $4,242+4.2% | $5,107-13.4% | $4,212+5.0% |
| Admin fee / account holder | $33,351 | $8,989+271.0% | $12,068+176.4% | $7,344+354.1% |