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 | $164,171 | $71,057+131.0% | $93,654+75.3% | $80,874+103.0% |
| Participation rate | 28.1% | 60.4%-32.3pp | 68.7%-40.6pp | 67.6%-39.5pp |
| Annual return | 7.88% | 11.26%-3.4pp | 133.34%-125.5pp | 35.62%-27.7pp |
| Employer contribution / active EE | $804 | $1,564-48.6% | $2,421-66.8% | $2,756-70.8% |
| Participant deferral / active EE | $3,584 | $4,034-11.2% | $4,413-18.8% | $4,297-16.6% |
| Admin fee / account holder | $2,132 | $6,944-69.3% | $8,282-74.3% | $6,935-69.3% |