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 | $147,599 | $74,927+97.0% | $101,794+45.0% | $84,808+74.0% |
| Participation rate | 39.5% | 61.4%-21.9pp | 69.2%-29.6pp | 68.3%-28.8pp |
| Annual return | 6.99% | 18.70%-11.7pp | 30.53%-23.5pp | 40.90%-33.9pp |
| Employer contribution / active EE | $877 | $1,522-42.4% | $2,289-61.7% | $2,631-66.7% |
| Participant deferral / active EE | $1,730 | $3,099-44.2% | $4,084-57.6% | $4,212-58.9% |
| Admin fee / account holder | $45,194 | $6,514+593.8% | $8,777+414.9% | $7,344+515.4% |