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 | $190,049 | $78,520+142.0% | $96,576+96.8% | $82,448+130.5% |
| Participation rate | 62.8% | 77.7%-14.9pp | 81.4%-18.7pp | 68.1%-5.3pp |
| Annual return | 14.12% | 41.30%-27.2pp | 38.47%-24.4pp | 41.64%-27.5pp |
| Employer contribution / active EE | $571 | $2,630-78.3% | $3,553-83.9% | $2,551-77.6% |
| Participant deferral / active EE | $3,314 | $6,754-50.9% | $7,956-58.4% | $4,139-19.9% |
| Admin fee / account holder | $1,563 | $13,455-88.4% | $11,381-86.3% | $7,234-78.4% |