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 | $149,690 | $77,660+92.7% | $109,143+37.2% | $79,386+88.6% |
| Participation rate | 46.0% | 67.8%-21.8pp | 75.9%-29.9pp | 70.7%-24.7pp |
| Annual return | 10.92% | 23.44%-12.5pp | 25.75%-14.8pp | 116.85%-105.9pp |
| Employer contribution / active EE | $932 | $2,797-66.7% | $3,722-75.0% | $2,427-61.6% |
| Participant deferral / active EE | $4,015 | $3,518+14.1% | $4,653-13.7% | $4,046-0.8% |
| Admin fee / account holder | $5,348 | $732+630.4% | $6,752-20.8% | $626+753.7% |