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 | $192,502 | $95,803+100.9% | $113,168+70.1% | $84,808+127.0% |
| Participation rate | 56.3% | 72.9%-16.6pp | 76.6%-20.3pp | 68.3%-12.1pp |
| Annual return | 7.87% | 25.00%-17.1pp | 24.27%-16.4pp | 40.90%-33.0pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,987 | $4,242-53.2% | $5,107-61.1% | $4,212-52.8% |
| Admin fee / account holder | $8,129 | $8,989-9.6% | $12,068-32.6% | $7,344+10.7% |