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 | $208,865 | $95,803+118.0% | $113,168+84.6% | $84,808+146.3% |
| Participation rate | 55.6% | 72.9%-17.3pp | 76.6%-21.0pp | 68.3%-12.8pp |
| Annual return | 6.42% | 25.00%-18.6pp | 24.27%-17.8pp | 40.90%-34.5pp |
| Employer contribution / active EE | $4,417 | $2,360+87.2% | $2,975+48.5% | $2,631+67.9% |
| Participant deferral / active EE | $6,055 | $4,242+42.7% | $5,107+18.6% | $4,212+43.8% |
| Admin fee / account holder | $9,244 | $8,989+2.8% | $12,068-23.4% | $7,344+25.9% |