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 | $173,775 | $58,828+195.4% | $77,999+122.8% | $62,891+176.3% |
| Participation rate | 40.5% | 71.1%-30.5pp | 75.5%-35.0pp | 69.3%-28.8pp |
| Annual return | 3.75% | 17.16%-13.4pp | 425.96%-422.2pp | 20.14%-16.4pp |
| Employer contribution / active EE | $480 | $1,672-71.3% | $2,470-80.6% | $2,281-79.0% |
| Participant deferral / active EE | $3,916 | $2,686+45.8% | $3,497+12.0% | $3,203+22.3% |
| Admin fee / account holder | $18,346 | $4,393+317.6% | $5,480+234.8% | $4,296+327.1% |