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 | $197,068 | $95,803+105.7% | $113,168+74.1% | $84,808+132.4% |
| Participation rate | 34.4% | 72.9%-38.5pp | 76.6%-42.2pp | 68.3%-33.9pp |
| Annual return | 11.67% | 25.00%-13.3pp | 24.27%-12.6pp | 40.90%-29.2pp |
| Employer contribution / active EE | $1,287 | $2,360-45.4% | $2,975-56.7% | $2,631-51.1% |
| Participant deferral / active EE | $2,436 | $4,242-42.6% | $5,107-52.3% | $4,212-42.2% |
| Admin fee / account holder | $7,845 | $8,989-12.7% | $12,068-35.0% | $7,344+6.8% |