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 | $202,551 | $127,065+59.4% | $113,168+79.0% | $142,382+42.3% |
| Participation rate | 30.0% | 79.2%-49.2pp | 76.6%-46.6pp | 80.1%-50.1pp |
| Annual return | 6.93% | 24.03%-17.1pp | 24.27%-17.3pp | 217.08%-210.1pp |
| Employer contribution / active EE | $999 | $3,442-71.0% | $2,975-66.4% | $4,299-76.8% |
| Participant deferral / active EE | $3,967 | $5,716-30.6% | $5,107-22.3% | $6,507-39.0% |
| Admin fee / account holder | $183,635 | $15,736+1067.0% | $12,068+1421.7% | $12,624+1354.7% |