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 | $153,183 | $87,870+74.3% | $113,168+35.4% | $74,304+106.2% |
| Participation rate | 43.1% | 70.7%-27.6pp | 76.6%-33.4pp | 60.3%-17.2pp |
| Annual return | 7.88% | 26.44%-18.6pp | 24.27%-16.4pp | 29.43%-21.6pp |
| Employer contribution / active EE | $1,499 | $2,277-34.1% | $2,975-49.6% | $2,241-33.1% |
| Participant deferral / active EE | $3,014 | $4,241-28.9% | $5,107-41.0% | $3,767-20.0% |
| Admin fee / account holder | $603 | $3,368-82.1% | $12,068-95.0% | $2,969-79.7% |