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 | $246,758 | $96,484+155.8% | $156,263+57.9% | $74,304+232.1% |
| Participation rate | 44.8% | 67.7%-22.8pp | 78.9%-34.1pp | 60.3%-15.5pp |
| Annual return | 10.54% | 17.73%-7.2pp | 59.47%-48.9pp | 29.43%-18.9pp |
| Employer contribution / active EE | $1,493 | $2,528-41.0% | $4,333-65.5% | $2,241-33.4% |
| Participant deferral / active EE | $3,475 | $4,286-18.9% | $6,158-43.6% | $3,767-7.8% |
| Admin fee / account holder | $10,267 | $3,728+175.4% | $14,255-28.0% | $2,969+245.8% |