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 | $216,311 | $57,057+279.1% | $85,009+154.5% | $80,874+167.5% |
| Participation rate | 54.5% | 56.4%-1.8pp | 67.5%-13.0pp | 67.6%-13.1pp |
| Annual return | 7.79% | 21.66%-13.9pp | 66.47%-58.7pp | 35.62%-27.8pp |
| Employer contribution / active EE | $959 | $1,799-46.7% | $2,728-64.9% | $2,756-65.2% |
| Participant deferral / active EE | $5,307 | $3,112+70.6% | $4,522+17.4% | $4,297+23.5% |
| Admin fee / account holder | $32,659 | $4,986+555.0% | $6,153+430.8% | $6,935+370.9% |