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 | $141,936 | $95,803+48.2% | $113,168+25.4% | $84,808+67.4% |
| Participation rate | 64.5% | 72.9%-8.3pp | 76.6%-12.0pp | 68.3%-3.8pp |
| Annual return | 12.23% | 25.00%-12.8pp | 24.27%-12.0pp | 40.90%-28.7pp |
| Employer contribution / active EE | $960 | $2,360-59.3% | $2,975-67.7% | $2,631-63.5% |
| Participant deferral / active EE | $3,176 | $4,242-25.1% | $5,107-37.8% | $4,212-24.6% |
| Admin fee / account holder | $8,985 | $8,9890% | $12,068-25.5% | $7,344+22.3% |