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 | $119,117 | $71,057+67.6% | $93,654+27.2% | $80,874+47.3% |
| Participation rate | 21.9% | 60.4%-38.5pp | 68.7%-46.8pp | 67.6%-45.8pp |
| Annual return | 9.83% | 11.26%-1.4pp | 133.34%-123.5pp | 35.62%-25.8pp |
| Employer contribution / active EE | $386 | $1,564-75.3% | $2,421-84.0% | $2,756-86.0% |
| Participant deferral / active EE | $1,995 | $4,034-50.6% | $4,413-54.8% | $4,297-53.6% |
| Admin fee / account holder | $14,710 | $6,944+111.8% | $8,282+77.6% | $6,935+112.1% |