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 | $161,984 | $83,477+94.0% | $125,175+29.4% | $72,985+121.9% |
| Participation rate | 45.2% | 73.3%-28.1pp | 79.8%-34.6pp | 69.5%-24.3pp |
| Annual return | 1.08% | 25.78%-24.7pp | 43.79%-42.7pp | 81.00%-79.9pp |
| Employer contribution / active EE | $1,153 | $2,345-50.8% | $3,865-70.2% | $2,440-52.7% |
| Participant deferral / active EE | $2,408 | $3,585-32.8% | $4,937-51.2% | $3,607-33.2% |
| Admin fee / account holder | $8,992 | $5,517+63.0% | $9,702-7.3% | $5,124+75.5% |