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 | $166,503 | $58,523+184.5% | $99,443+67.4% | $72,985+128.1% |
| Participation rate | 53.8% | 64.6%-10.8pp | 73.8%-20.0pp | 69.5%-15.6pp |
| Annual return | 9.62% | 28.51%-18.9pp | 30.72%-21.1pp | 81.00%-71.4pp |
| Employer contribution / active EE | $985 | $1,512-34.8% | $2,540-61.2% | $2,440-59.6% |
| Participant deferral / active EE | $3,741 | $2,606+43.5% | $3,619+3.4% | $3,607+3.7% |
| Admin fee / account holder | $5,672 | $4,102+38.3% | $6,250-9.3% | $5,124+10.7% |