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 | $191,617 | $70,475+171.9% | $100,516+90.6% | $79,858+139.9% |
| Participation rate | 65.6% | 73.7%-8.0pp | 79.4%-13.8pp | 69.6%-4.0pp |
| Annual return | 9.76% | 21.90%-12.1pp | 30.89%-21.1pp | 31.71%-22.0pp |
| Employer contribution / active EE | $347 | $2,165-84.0% | $3,418-89.9% | $2,471-86.0% |
| Participant deferral / active EE | $2,793 | $5,181-46.1% | $6,270-55.5% | $3,740-25.3% |
| Admin fee / account holder | $42,101 | $4,478+840.1% | $8,081+421.0% | $5,306+693.4% |