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 | $151,600 | $86,929+74.4% | $102,423+48.0% | $80,856+87.5% |
| Participation rate | 51.1% | 72.4%-21.3pp | 76.5%-25.4pp | 67.6%-16.6pp |
| Annual return | 10.03% | 18.88%-8.9pp | 29.32%-19.3pp | 35.59%-25.6pp |
| Employer contribution / active EE | $1,410 | $2,369-40.5% | $3,023-53.4% | $2,755-48.8% |
| Participant deferral / active EE | $4,316 | $4,118+4.8% | $5,053-14.6% | $4,296+0.5% |
| Admin fee / account holder | $8,473 | $8,049+5.3% | $9,451-10.3% | $6,918+22.5% |