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 | $121,077 | $54,705+121.3% | $71,209+70.0% | $84,808+42.8% |
| Participation rate | 32.1% | 64.1%-32.0pp | 73.8%-41.7pp | 68.3%-36.2pp |
| Annual return | 13.09% | 35.90%-22.8pp | 282.51%-269.4pp | 40.90%-27.8pp |
| Employer contribution / active EE | $742 | $2,158-65.6% | $2,721-72.7% | $2,631-71.8% |
| Participant deferral / active EE | $1,626 | $3,030-46.3% | $4,175-61.1% | $4,212-61.4% |
| Admin fee / account holder | $1,659 | $4,863-65.9% | $5,349-69.0% | $7,344-77.4% |