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 | $225,454 | $54,705+312.1% | $71,209+216.6% | $84,808+165.8% |
| Participation rate | 45.7% | 64.1%-18.4pp | 73.8%-28.0pp | 68.3%-22.6pp |
| Annual return | 12.38% | 35.90%-23.5pp | 282.51%-270.1pp | 40.90%-28.5pp |
| Employer contribution / active EE | $1,514 | $2,158-29.8% | $2,721-44.4% | $2,631-42.4% |
| Participant deferral / active EE | $3,085 | $3,030+1.8% | $4,175-26.1% | $4,212-26.7% |
| Admin fee / account holder | $7,116 | $4,863+46.3% | $5,349+33.0% | $7,344-3.1% |