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 | $199,503 | $80,968+146.4% | $96,544+106.6% | $75,163+165.4% |
| Participation rate | 37.8% | 71.8%-33.9pp | 76.0%-38.1pp | 67.2%-29.4pp |
| Annual return | 7.20% | 27.06%-19.9pp | 25.84%-18.6pp | 160.62%-153.4pp |
| Employer contribution / active EE | $2,141 | $2,282-6.2% | $2,965-27.8% | $2,670-19.8% |
| Participant deferral / active EE | $3,589 | $3,928-8.6% | $4,851-26.0% | $4,125-13.0% |
| Admin fee / account holder | $26,839 | $6,724+299.1% | $8,252+225.2% | $5,651+375.0% |