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 | $143,171 | $94,031+52.3% | $115,768+23.7% | $82,448+73.7% |
| Participation rate | 43.3% | 70.4%-27.1pp | 74.4%-31.1pp | 68.1%-24.7pp |
| Annual return | 11.42% | 20.61%-9.2pp | 100.46%-89.0pp | 41.64%-30.2pp |
| Employer contribution / active EE | $1,783 | $2,323-23.3% | $2,940-39.4% | $2,551-30.1% |
| Participant deferral / active EE | $3,279 | $3,972-17.4% | $4,917-33.3% | $4,139-20.8% |
| Admin fee / account holder | $15,224 | $10,249+48.5% | $12,439+22.4% | $7,234+110.4% |