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 | $187,415 | $51,175+266.2% | $70,515+165.8% | $75,163+149.3% |
| Participation rate | 53.6% | 60.9%-7.3pp | 68.3%-14.7pp | 67.2%-13.6pp |
| Annual return | 13.26% | 30.02%-16.8pp | 32.77%-19.5pp | 160.62%-147.4pp |
| Employer contribution / active EE | $858 | $1,826-53.0% | $2,973-71.2% | $2,670-67.9% |
| Participant deferral / active EE | $2,129 | $2,849-25.3% | $4,567-53.4% | $4,125-48.4% |
| Admin fee / account holder | $1,380 | $4,091-66.3% | $6,412-78.5% | $5,651-75.6% |