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 | $140,470 | $81,208+73.0% | $98,907+42.0% | $79,858+75.9% |
| Participation rate | 40.8% | 72.5%-31.7pp | 76.0%-35.2pp | 69.6%-28.8pp |
| Annual return | 7.06% | 60.99%-53.9pp | 196.43%-189.4pp | 31.71%-24.7pp |
| Employer contribution / active EE | $876 | $1,960-55.3% | $2,689-67.4% | $2,471-64.6% |
| Participant deferral / active EE | $3,346 | $3,265+2.5% | $4,244-21.2% | $3,740-10.5% |
| Admin fee / account holder | $1,814 | $6,013-69.8% | $6,642-72.7% | $5,306-65.8% |