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 | $165,409 | $95,803+72.7% | $113,168+46.2% | $84,808+95.0% |
| Participation rate | 61.8% | 72.9%-11.1pp | 76.6%-14.8pp | 68.3%-6.5pp |
| Annual return | 8.94% | 25.00%-16.1pp | 24.27%-15.3pp | 40.90%-32.0pp |
| Employer contribution / active EE | $1,666 | $2,360-29.4% | $2,975-44.0% | $2,631-36.7% |
| Participant deferral / active EE | $2,933 | $4,242-30.9% | $5,107-42.6% | $4,212-30.4% |
| Admin fee / account holder | $13,718 | $8,989+52.6% | $12,068+13.7% | $7,344+86.8% |