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 | $163,832 | $96,484+69.8% | $156,263+4.8% | $74,304+120.5% |
| Participation rate | 50.0% | 67.7%-17.7pp | 78.9%-28.9pp | 60.3%-10.3pp |
| Annual return | 11.64% | 17.73%-6.1pp | 59.47%-47.8pp | 29.43%-17.8pp |
| Employer contribution / active EE | $771 | $2,528-69.5% | $4,333-82.2% | $2,241-65.6% |
| Participant deferral / active EE | $2,223 | $4,286-48.1% | $6,158-63.9% | $3,767-41.0% |
| Admin fee / account holder | $7,093 | $3,728+90.3% | $14,255-50.2% | $2,969+138.9% |