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 | $201,701 | $57,016+253.8% | $84,966+137.4% | $80,856+149.5% |
| Participation rate | 32.3% | 56.3%-24.1pp | 67.5%-35.2pp | 67.6%-35.4pp |
| Annual return | 6.79% | 21.66%-14.9pp | 66.38%-59.6pp | 35.59%-28.8pp |
| Employer contribution / active EE | $1,038 | $1,798-42.3% | $2,727-61.9% | $2,755-62.3% |
| Participant deferral / active EE | $4,748 | $3,110+52.7% | $4,519+5.1% | $4,296+10.5% |
| Admin fee / account holder | $8,928 | $4,980+79.3% | $6,149+45.2% | $6,918+29.1% |