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 5-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 | $196,232 | $74,888+162.0% | $71,209+175.6% | $142,382+37.8% |
| Participation rate | 40.0% | 76.2%-36.2pp | 73.8%-33.8pp | 80.1%-40.1pp |
| Annual return | 9.90% | 345.14%-335.2pp | 282.51%-272.6pp | 217.08%-207.2pp |
| Employer contribution / active EE | $989 | $2,854-65.4% | $2,721-63.7% | $4,299-77.0% |
| Participant deferral / active EE | $6,399 | $4,454+43.6% | $4,175+53.3% | $6,507-1.7% |
| Admin fee / account holder | $753 | $5,568-86.5% | $5,349-85.9% | $12,624-94.0% |