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 | $80,673+135.6% | $101,326+87.6% | $84,808+124.1% |
| Participation rate | 62.8% | 77.8%-15.0pp | 81.5%-18.7pp | 68.3%-5.5pp |
| Annual return | 14.12% | 38.95%-24.8pp | 36.82%-22.7pp | 40.90%-26.8pp |
| Employer contribution / active EE | $571 | $2,698-78.8% | $3,665-84.4% | $2,631-78.3% |
| Participant deferral / active EE | $3,314 | $6,840-51.6% | $7,994-58.5% | $4,212-21.3% |
| Admin fee / account holder | $1,563 | $12,784-87.8% | $11,185-86.0% | $7,344-78.7% |