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 | $189,169 | $80,724+134.3% | $103,333+83.1% | $74,495+153.9% |
| Participation rate | 24.2% | 65.7%-41.5pp | 74.5%-50.3pp | 67.2%-43.0pp |
| Annual return | 10.92% | 27.56%-16.6pp | 24.88%-14.0pp | 1364.94%-1354.0pp |
| Employer contribution / active EE | $1,372 | $3,157-56.5% | $3,868-64.5% | $2,623-47.7% |
| Participant deferral / active EE | $3,290 | $3,860-14.8% | $5,057-34.9% | $4,346-24.3% |
| Admin fee / account holder | $3,227 | $2,368+36.3% | $8,355-61.4% | $1,942+66.2% |