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 | $157,450 | $99,079+58.9% | $77,999+101.9% | $273,961-42.5% |
| Participation rate | 54.5% | 78.6%-24.0pp | 75.5%-21.0pp | 83.0%-28.5pp |
| Annual return | 1.25% | 217.93%-216.7pp | 425.96%-424.7pp | 41.45%-40.2pp |
| Employer contribution / active EE | $469 | $3,308-85.8% | $2,470-81.0% | $4,869-90.4% |
| Participant deferral / active EE | $2,318 | $4,306-46.2% | $3,497-33.7% | $5,287-56.2% |
| Admin fee / account holder | $10,990 | $8,954+22.7% | $5,480+100.5% | $10,132+8.5% |