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 | $176,313 | $86,944+102.8% | $107,525+64.0% | $74,304+137.3% |
| Participation rate | 14.7% | 59.6%-44.9pp | 75.1%-60.4pp | 60.3%-45.7pp |
| Annual return | 12.37% | 23.52%-11.2pp | 181.32%-169.0pp | 29.43%-17.1pp |
| Employer contribution / active EE | $954 | $2,757-65.4% | $3,754-74.6% | $2,241-57.5% |
| Participant deferral / active EE | $2,369 | $3,554-33.3% | $5,116-53.7% | $3,767-37.1% |
| Admin fee / account holder | $2,248 | $3,727-39.7% | $8,919-74.8% | $2,969-24.3% |