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 | $160,279 | $87,037+84.2% | $106,201+50.9% | $80,874+98.2% |
| Participation rate | 23.5% | 70.4%-46.9pp | 75.3%-51.8pp | 67.6%-44.1pp |
| Annual return | 9.80% | 17.05%-7.3pp | 116.26%-106.5pp | 35.62%-25.8pp |
| Employer contribution / active EE | $1,031 | $2,396-57.0% | $3,170-67.5% | $2,756-62.6% |
| Participant deferral / active EE | $2,337 | $3,986-41.4% | $5,012-53.4% | $4,297-45.6% |
| Admin fee / account holder | $1,975 | $8,434-76.6% | $11,039-82.1% | $6,935-71.5% |