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 | $205,964 | $109,881+87.4% | $150,045+37.3% | $84,808+142.9% |
| Participation rate | 47.2% | 76.1%-28.9pp | 82.3%-35.2pp | 68.3%-21.1pp |
| Annual return | 14.03% | 28.25%-14.2pp | 62.55%-48.5pp | 40.90%-26.9pp |
| Employer contribution / active EE | $1,251 | $3,561-64.9% | $4,693-73.3% | $2,631-52.4% |
| Participant deferral / active EE | $3,116 | $6,636-53.0% | $7,997-61.0% | $4,212-26.0% |
| Admin fee / account holder | $7,167 | $8,568-16.4% | $13,435-46.7% | $7,344-2.4% |