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 | $161,671 | $102,317+58.0% | $146,958+10.0% | $80,856+99.9% |
| Participation rate | 40.7% | 75.8%-35.1pp | 82.2%-41.4pp | 67.6%-26.9pp |
| Annual return | 8.85% | 134.76%-125.9pp | 418.34%-409.5pp | 35.59%-26.7pp |
| Employer contribution / active EE | $2,540 | $3,713-31.6% | $4,933-48.5% | $2,755-7.8% |
| Participant deferral / active EE | $3,368 | $6,644-49.3% | $8,070-58.3% | $4,296-21.6% |
| Admin fee / account holder | $6,763 | $7,941-14.8% | $12,998-48.0% | $6,918-2.2% |