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 | $226,184 | $68,547+230.0% | $120,354+87.9% | $80,856+179.7% |
| Participation rate | 24.2% | 61.6%-37.4pp | 71.9%-47.7pp | 67.6%-43.4pp |
| Annual return | 7.66% | 23.60%-15.9pp | 107.15%-99.5pp | 35.59%-27.9pp |
| Employer contribution / active EE | $966 | $2,051-52.9% | $3,463-72.1% | $2,755-65.0% |
| Participant deferral / active EE | $2,894 | $3,173-8.8% | $4,991-42.0% | $4,296-32.6% |
| Admin fee / account holder | $524 | $5,732-90.9% | $9,423-94.4% | $6,918-92.4% |