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 | $133,047 | $48,364+175.1% | $71,796+85.3% | $62,891+111.6% |
| Participation rate | 53.2% | 60.6%-7.4pp | 69.1%-15.9pp | 69.3%-16.1pp |
| Annual return | 3.34% | 13.16%-9.8pp | 78.04%-74.7pp | 20.14%-16.8pp |
| Employer contribution / active EE | $920 | $1,042-11.7% | $1,924-52.2% | $2,281-59.6% |
| Participant deferral / active EE | $4,602 | $2,091+120.1% | $2,794+64.7% | $3,203+43.7% |
| Admin fee / account holder | $6,318 | $3,771+67.5% | $4,815+31.2% | $4,296+47.1% |