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 | $206,308 | $74,927+175.3% | $101,794+102.7% | $84,808+143.3% |
| Participation rate | 26.7% | 61.4%-34.7pp | 69.2%-42.5pp | 68.3%-41.6pp |
| Annual return | 10.77% | 18.70%-7.9pp | 30.53%-19.8pp | 40.90%-30.1pp |
| Employer contribution / active EE | $353 | $1,522-76.8% | $2,289-84.6% | $2,631-86.6% |
| Participant deferral / active EE | $2,274 | $3,099-26.6% | $4,084-44.3% | $4,212-46.0% |
| Admin fee / account holder | $431 | $6,514-93.4% | $8,777-95.1% | $7,344-94.1% |