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 | $187,055 | $93,571+99.9% | $135,903+37.6% | $75,163+148.9% |
| Participation rate | 53.8% | 75.2%-21.3pp | 81.9%-28.1pp | 67.2%-13.3pp |
| Annual return | 15.16% | 30.90%-15.7pp | 68.23%-53.1pp | 160.62%-145.5pp |
| Employer contribution / active EE | $1,422 | $3,537-59.8% | $4,856-70.7% | $2,670-46.8% |
| Participant deferral / active EE | $6,706 | $6,404+4.7% | $7,758-13.6% | $4,125+62.6% |
| Admin fee / account holder | $16,858 | $6,975+141.7% | $10,762+56.6% | $5,651+198.3% |