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 | $114,183 | $78,705+45.1% | $117,854-3.1% | $70,131+62.8% |
| Participation rate | 51.1% | 73.2%-22.1pp | 79.7%-28.6pp | 69.5%-18.4pp |
| Annual return | 11.96% | 23.30%-11.3pp | 335.08%-323.1pp | 73.14%-61.2pp |
| Employer contribution / active EE | $637 | $2,223-71.4% | $3,786-83.2% | $2,342-72.8% |
| Participant deferral / active EE | $1,687 | $3,297-48.8% | $4,482-62.4% | $3,332-49.4% |
| Admin fee / account holder | $4,584 | $5,065-9.5% | $8,020-42.8% | $4,645-1.3% |