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 | $155,138 | $80,717+92.2% | $154,803+0.2% | $84,808+82.9% |
| Participation rate | 52.2% | 66.8%-14.6pp | 78.1%-25.8pp | 68.3%-16.1pp |
| Annual return | 12.04% | 37.96%-25.9pp | 58.88%-46.8pp | 40.90%-28.9pp |
| Employer contribution / active EE | $2,114 | $2,761-23.5% | $4,305-50.9% | $2,631-19.7% |
| Participant deferral / active EE | $5,319 | $3,303+61.0% | $5,540-4.0% | $4,212+26.3% |
| Admin fee / account holder | $10,901 | $6,746+61.6% | $14,329-23.9% | $7,344+48.4% |