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 | $173,625 | $51,638+236.2% | $68,368+154.0% | $82,448+110.6% |
| Participation rate | 29.8% | 63.6%-33.8pp | 73.8%-44.0pp | 68.1%-38.3pp |
| Annual return | 10.59% | 37.53%-26.9pp | 292.57%-282.0pp | 41.64%-31.0pp |
| Employer contribution / active EE | $1,092 | $2,047-46.6% | $2,649-58.8% | $2,551-57.2% |
| Participant deferral / active EE | $3,512 | $2,914+20.6% | $4,123-14.8% | $4,139-15.1% |
| Admin fee / account holder | $6,713 | $4,643+44.6% | $5,150+30.3% | $7,234-7.2% |