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 | $142,419 | $76,552+86.0% | $123,892+15.0% | $62,891+126.5% |
| Participation rate | 56.1% | 73.0%-16.8pp | 81.4%-25.3pp | 69.3%-13.2pp |
| Annual return | 4.12% | 18.68%-14.6pp | 47.52%-43.4pp | 20.14%-16.0pp |
| Employer contribution / active EE | $1,960 | $2,883-32.0% | $4,617-57.6% | $2,281-14.1% |
| Participant deferral / active EE | $7,418 | $4,840+53.3% | $5,984+24.0% | $3,203+131.6% |
| Admin fee / account holder | $8,606 | $4,826+78.3% | $8,357+3.0% | $4,296+100.4% |