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 | $196,670 | $87,013+126.0% | $106,213+85.2% | $80,856+143.2% |
| Participation rate | 19.2% | 70.4%-51.2pp | 75.3%-56.0pp | 67.6%-48.4pp |
| Annual return | 8.69% | 17.05%-8.4pp | 116.14%-107.4pp | 35.59%-26.9pp |
| Employer contribution / active EE | $916 | $2,395-61.8% | $3,171-71.1% | $2,755-66.7% |
| Participant deferral / active EE | $3,080 | $3,986-22.7% | $5,016-38.6% | $4,296-28.3% |
| Admin fee / account holder | $11,245 | $8,431+33.4% | $11,033+1.9% | $6,918+62.5% |