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 | $141,000 | $80,673+74.8% | $101,326+39.2% | $84,808+66.3% |
| Participation rate | 48.8% | 77.8%-29.0pp | 81.5%-32.7pp | 68.3%-19.5pp |
| Annual return | 14.47% | 38.95%-24.5pp | 36.82%-22.3pp | 40.90%-26.4pp |
| Employer contribution / active EE | $959 | $2,698-64.4% | $3,665-73.8% | $2,631-63.5% |
| Participant deferral / active EE | $4,343 | $6,840-36.5% | $7,994-45.7% | $4,212+3.1% |
| Admin fee / account holder | $2,211 | $12,784-82.7% | $11,185-80.2% | $7,344-69.9% |