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 | $204,421 | $54,705+273.7% | $71,209+187.1% | $84,808+141.0% |
| Participation rate | 53.3% | 64.1%-10.7pp | 73.8%-20.4pp | 68.3%-15.0pp |
| Annual return | 13.41% | 35.90%-22.5pp | 282.51%-269.1pp | 40.90%-27.5pp |
| Employer contribution / active EE | $937 | $2,158-56.6% | $2,721-65.6% | $2,631-64.4% |
| Participant deferral / active EE | $3,363 | $3,030+11.0% | $4,175-19.5% | $4,212-20.2% |
| Admin fee / account holder | $3,063 | $4,863-37.0% | $5,349-42.7% | $7,344-58.3% |