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 | $209,854 | $81,248+158.3% | $155,509+34.9% | $80,856+159.5% |
| Participation rate | 51.4% | 66.2%-14.8pp | 78.2%-26.8pp | 67.6%-16.2pp |
| Annual return | 8.36% | 33.31%-24.9pp | 64.67%-56.3pp | 35.59%-27.2pp |
| Employer contribution / active EE | $1,812 | $3,100-41.6% | $4,672-61.2% | $2,755-34.2% |
| Participant deferral / active EE | $2,468 | $3,452-28.5% | $5,626-56.1% | $4,296-42.5% |
| Admin fee / account holder | $2,915 | $7,997-63.5% | $15,912-81.7% | $6,918-57.9% |