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 | $137,915 | $89,753+53.7% | $107,525+28.3% | $84,808+62.6% |
| Participation rate | 44.0% | 68.1%-24.1pp | 75.1%-31.1pp | 68.3%-24.3pp |
| Annual return | 12.85% | 29.48%-16.6pp | 181.32%-168.5pp | 40.90%-28.0pp |
| Employer contribution / active EE | $1,170 | $3,113-62.4% | $3,754-68.8% | $2,631-55.5% |
| Participant deferral / active EE | $2,351 | $4,056-42.0% | $5,116-54.0% | $4,212-44.2% |
| Admin fee / account holder | $10,011 | $7,222+38.6% | $8,919+12.3% | $7,344+36.3% |