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 5-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 | $174,543 | $58,208+199.9% | $81,812+113.3% | $80,856+115.9% |
| Participation rate | 56.3% | 63.4%-7.2pp | 72.3%-16.1pp | 67.6%-11.4pp |
| Annual return | 10.18% | 41.66%-31.5pp | 773.79%-763.6pp | 35.59%-25.4pp |
| Employer contribution / active EE | $768 | $2,340-67.2% | $2,912-73.6% | $2,755-72.1% |
| Participant deferral / active EE | $3,332 | $3,281+1.6% | $4,319-22.8% | $4,296-22.4% |
| Admin fee / account holder | $1,218 | $4,981-75.6% | $7,386-83.5% | $6,918-82.4% |