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 | $195,874 | $86,944+125.3% | $107,525+82.2% | $74,304+163.6% |
| Participation rate | 31.5% | 59.6%-28.0pp | 75.1%-43.5pp | 60.3%-28.8pp |
| Annual return | 12.94% | 23.52%-10.6pp | 181.32%-168.4pp | 29.43%-16.5pp |
| Employer contribution / active EE | $733 | $2,757-73.4% | $3,754-80.5% | $2,241-67.3% |
| Participant deferral / active EE | $2,611 | $3,554-26.5% | $5,116-49.0% | $3,767-30.7% |
| Admin fee / account holder | $1,299 | $3,727-65.1% | $8,919-85.4% | $2,969-56.2% |