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 | $146,049 | $60,892+139.9% | $82,389+77.3% | $84,808+72.2% |
| Participation rate | 36.0% | 63.3%-27.3pp | 69.5%-33.5pp | 68.3%-32.3pp |
| Annual return | 8.48% | 37.29%-28.8pp | 28.67%-20.2pp | 40.90%-32.4pp |
| Employer contribution / active EE | $1,366 | $1,779-23.2% | $2,517-45.7% | $2,631-48.1% |
| Participant deferral / active EE | $3,494 | $3,179+9.9% | $4,155-15.9% | $4,212-17.0% |
| Admin fee / account holder | $1,088 | $5,467-80.1% | $7,231-84.9% | $7,344-85.2% |