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 | $238,316 | $117,983+102.0% | $101,794+134.1% | $142,382+67.4% |
| Participation rate | 16.7% | 74.2%-57.6pp | 69.2%-52.5pp | 80.1%-63.5pp |
| Annual return | 5.92% | 36.92%-31.0pp | 30.53%-24.6pp | 217.08%-211.2pp |
| Employer contribution / active EE | $0 | $2,773-100.0% | $2,289-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $3,225 | $4,714-31.6% | $4,084-21.0% | $6,507-50.4% |
| Admin fee / account holder | $2,537 | $10,433-75.7% | $8,777-71.1% | $12,624-79.9% |