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 | $163,371 | $85,202+91.7% | $172,739-5.4% | $72,985+123.8% |
| Participation rate | 65.5% | 70.1%-4.5pp | 82.6%-17.1pp | 69.5%-4.0pp |
| Annual return | 2.16% | 27.32%-25.2pp | 802.84%-800.7pp | 81.00%-78.8pp |
| Employer contribution / active EE | $958 | $3,324-71.2% | $5,143-81.4% | $2,440-60.7% |
| Participant deferral / active EE | $1,859 | $3,260-43.0% | $5,198-64.2% | $3,607-48.5% |
| Admin fee / account holder | $4,742 | $5,884-19.4% | $13,954-66.0% | $5,124-7.5% |