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 | $112,375 | $65,041+72.8% | $90,951+23.6% | $79,858+40.7% |
| Participation rate | 25.0% | 61.6%-36.6pp | 69.0%-44.0pp | 69.6%-44.6pp |
| Annual return | 7.09% | 30.45%-23.4pp | 134.60%-127.5pp | 31.71%-24.6pp |
| Employer contribution / active EE | $899 | $1,247-27.9% | $2,122-57.6% | $2,471-63.6% |
| Participant deferral / active EE | $1,724 | $2,512-31.4% | $3,373-48.9% | $3,740-53.9% |
| Admin fee / account holder | $10,116 | $4,536+123.0% | $5,959+69.8% | $5,306+90.6% |