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 | $201,860 | $89,753+124.9% | $107,525+87.7% | $84,808+138.0% |
| Participation rate | 45.6% | 68.1%-22.4pp | 75.1%-29.5pp | 68.3%-22.7pp |
| Annual return | 11.54% | 29.48%-17.9pp | 181.32%-169.8pp | 40.90%-29.4pp |
| Employer contribution / active EE | $1,114 | $3,113-64.2% | $3,754-70.3% | $2,631-57.7% |
| Participant deferral / active EE | $2,993 | $4,056-26.2% | $5,116-41.5% | $4,212-28.9% |
| Admin fee / account holder | $7,286 | $7,222+0.9% | $8,919-18.3% | $7,344-0.8% |