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 | $120,896 | $72,277+67.3% | $101,248+19.4% | $79,858+51.4% |
| Participation rate | 52.1% | 68.5%-16.3pp | 75.8%-23.7pp | 69.6%-17.5pp |
| Annual return | 10.53% | 22.30%-11.8pp | 46.47%-35.9pp | 31.71%-21.2pp |
| Employer contribution / active EE | $668 | $2,692-75.2% | $3,660-81.7% | $2,471-73.0% |
| Participant deferral / active EE | $4,188 | $3,282+27.6% | $4,370-4.2% | $3,740+12.0% |
| Admin fee / account holder | $12,534 | $4,400+184.9% | $5,945+110.8% | $5,306+136.2% |