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 | $227,012 | $78,520+189.1% | $96,576+135.1% | $82,448+175.3% |
| Participation rate | 39.3% | 77.7%-38.4pp | 81.4%-42.2pp | 68.1%-28.8pp |
| Annual return | 10.93% | 41.30%-30.4pp | 38.47%-27.5pp | 41.64%-30.7pp |
| Employer contribution / active EE | $363 | $2,630-86.2% | $3,553-89.8% | $2,551-85.8% |
| Participant deferral / active EE | $2,787 | $6,754-58.7% | $7,956-65.0% | $4,139-32.7% |
| Admin fee / account holder | $74,882 | $13,455+456.6% | $11,381+558.0% | $7,234+935.1% |