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 | $179,200 | $118,450+51.3% | $98,439+82.0% | $139,434+28.5% |
| Participation rate | 69.2% | 77.4%-8.2pp | 75.2%-5.9pp | 80.3%-11.1pp |
| Annual return | -4.45% | 18.94%-23.4pp | 21.16%-25.6pp | 372.94%-377.4pp |
| Employer contribution / active EE | $848 | $3,609-76.5% | $3,048-72.2% | $4,751-82.2% |
| Participant deferral / active EE | $3,629 | $5,392-32.7% | $4,738-23.4% | $6,710-45.9% |
| Admin fee / account holder | $1,006 | $14,026-92.8% | $8,948-88.8% | $11,403-91.2% |