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 | $182,556 | $108,825+67.8% | $156,181+16.9% | $82,448+121.4% |
| Participation rate | 55.9% | 72.4%-16.5pp | 78.8%-22.9pp | 68.1%-12.2pp |
| Annual return | 10.35% | 20.59%-10.2pp | 64.87%-54.5pp | 41.64%-31.3pp |
| Employer contribution / active EE | $1,608 | $2,870-44.0% | $4,294-62.5% | $2,551-37.0% |
| Participant deferral / active EE | $2,101 | $4,577-54.1% | $6,132-65.7% | $4,139-49.3% |
| Admin fee / account holder | $5,938 | $9,341-36.4% | $14,586-59.3% | $7,234-17.9% |