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 | $176,337 | $45,035+291.6% | $62,995+179.9% | $70,131+151.4% |
| Participation rate | 47.4% | 69.5%-22.1pp | 74.8%-27.4pp | 69.5%-22.1pp |
| Annual return | 7.90% | 18.76%-10.9pp | 87.57%-79.7pp | 73.14%-65.2pp |
| Employer contribution / active EE | $1,565 | $2,051-23.7% | $2,759-43.3% | $2,342-33.2% |
| Participant deferral / active EE | $3,722 | $2,465+51.0% | $3,329+11.8% | $3,332+11.7% |
| Admin fee / account holder | $9,555 | $2,834+237.1% | $3,600+165.4% | $4,645+105.7% |