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 | $163,118 | $54,705+198.2% | $71,209+129.1% | $84,808+92.3% |
| Participation rate | 63.9% | 64.1%-0.2pp | 73.8%-9.9pp | 68.3%-4.4pp |
| Annual return | 12.12% | 35.90%-23.8pp | 282.51%-270.4pp | 40.90%-28.8pp |
| Employer contribution / active EE | $1,169 | $2,158-45.8% | $2,721-57.0% | $2,631-55.6% |
| Participant deferral / active EE | $3,079 | $3,030+1.6% | $4,175-26.3% | $4,212-26.9% |
| Admin fee / account holder | $1,254 | $4,863-74.2% | $5,349-76.6% | $7,344-82.9% |