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 | $168,730 | $100,970+67.1% | $96,576+74.7% | $137,256+22.9% |
| Participation rate | 62.5% | 82.6%-20.1pp | 81.4%-18.9pp | 80.0%-17.5pp |
| Annual return | 11.46% | 38.16%-26.7pp | 38.47%-27.0pp | 220.34%-208.9pp |
| Employer contribution / active EE | $1,370 | $3,809-64.0% | $3,553-61.5% | $4,156-67.0% |
| Participant deferral / active EE | $6,618 | $8,286-20.1% | $7,956-16.8% | $6,407+3.3% |
| Admin fee / account holder | $19,311 | $11,312+70.7% | $11,381+69.7% | $12,270+57.4% |