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 | $191,237 | $93,571+104.4% | $135,903+40.7% | $75,163+154.4% |
| Participation rate | 34.6% | 75.2%-40.6pp | 81.9%-47.3pp | 67.2%-32.6pp |
| Annual return | 13.36% | 30.90%-17.5pp | 68.23%-54.9pp | 160.62%-147.3pp |
| Employer contribution / active EE | $1,311 | $3,537-62.9% | $4,856-73.0% | $2,670-50.9% |
| Participant deferral / active EE | $2,976 | $6,404-53.5% | $7,758-61.6% | $4,125-27.9% |
| Admin fee / account holder | $2,114 | $6,975-69.7% | $10,762-80.4% | $5,651-62.6% |