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 | $116,569 | $73,933+57.7% | $96,683+20.6% | $75,163+55.1% |
| Participation rate | 29.7% | 66.4%-36.8pp | 74.3%-44.7pp | 67.2%-37.5pp |
| Annual return | 7.53% | 26.70%-19.2pp | 35.69%-28.2pp | 160.62%-153.1pp |
| Employer contribution / active EE | $774 | $2,928-73.6% | $3,737-79.3% | $2,670-71.0% |
| Participant deferral / active EE | $1,791 | $3,659-51.1% | $4,878-63.3% | $4,125-56.6% |
| Admin fee / account holder | $8,807 | $5,216+68.8% | $6,730+30.9% | $5,651+55.9% |