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 | $238,882 | $101,724+134.8% | $164,813+44.9% | $80,856+195.4% |
| Participation rate | 53.8% | 71.8%-18.0pp | 78.6%-24.8pp | 67.6%-13.8pp |
| Annual return | 9.90% | 16.72%-6.8pp | 69.93%-60.0pp | 35.59%-25.7pp |
| Employer contribution / active EE | $2,856 | $2,953-3.3% | $4,341-34.2% | $2,755+3.7% |
| Participant deferral / active EE | $5,747 | $4,477+28.4% | $6,031-4.7% | $4,296+33.8% |
| Admin fee / account holder | $21,907 | $8,227+166.3% | $12,690+72.6% | $6,918+216.7% |