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 | $164,668 | $95,453+72.5% | $112,040+47.0% | $82,448+99.7% |
| Participation rate | 57.9% | 72.8%-14.9pp | 76.5%-18.6pp | 68.1%-10.2pp |
| Annual return | 12.00% | 23.92%-11.9pp | 24.52%-12.5pp | 41.64%-29.6pp |
| Employer contribution / active EE | $2,818 | $2,318+21.6% | $2,954-4.6% | $2,551+10.4% |
| Participant deferral / active EE | $3,904 | $4,224-7.6% | $5,098-23.4% | $4,139-5.7% |
| Admin fee / account holder | $3,728 | $9,013-58.6% | $12,098-69.2% | $7,234-48.5% |