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 | $132,496 | $81,233+63.1% | $155,567-14.8% | $80,874+63.8% |
| Participation rate | 24.1% | 66.2%-42.1pp | 78.2%-54.1pp | 67.6%-43.5pp |
| Annual return | 10.48% | 33.33%-22.8pp | 64.74%-54.3pp | 35.62%-25.1pp |
| Employer contribution / active EE | $955 | $3,101-69.2% | $4,674-79.6% | $2,756-65.3% |
| Participant deferral / active EE | $2,536 | $3,452-26.5% | $5,628-54.9% | $4,297-41.0% |
| Admin fee / account holder | $11,014 | $7,998+37.7% | $15,916-30.8% | $6,935+58.8% |