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 | $157,978 | $63,764+147.8% | $81,930+92.8% | $79,858+97.8% |
| Participation rate | 50.0% | 67.5%-17.5pp | 72.0%-22.0pp | 69.6%-19.6pp |
| Annual return | 5.52% | 22.66%-17.1pp | 29.49%-24.0pp | 31.71%-26.2pp |
| Employer contribution / active EE | $366 | $1,795-79.6% | $4,310-91.5% | $2,471-85.2% |
| Participant deferral / active EE | $5,558 | $2,780+99.9% | $7,107-21.8% | $3,740+48.6% |
| Admin fee / account holder | $14,439 | $4,426+226.2% | $5,158+179.9% | $5,306+172.1% |