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 | $139,062 | $66,402+109.4% | $109,895+26.5% | $85,850+62.0% |
| Participation rate | 14.3% | 63.9%-49.6pp | 74.2%-59.9pp | 69.3%-55.0pp |
| Annual return | 11.41% | 19.59%-8.2pp | 29.45%-18.0pp | 318.53%-307.1pp |
| Employer contribution / active EE | $734 | $1,687-56.5% | $2,842-74.2% | $2,565-71.4% |
| Participant deferral / active EE | $2,062 | $2,842-27.4% | $4,048-49.1% | $3,952-47.8% |
| Admin fee / account holder | $1,483 | $4,557-67.5% | $6,066-75.6% | $6,260-76.3% |