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 | $169,682 | $101,724+66.8% | $164,813+3.0% | $80,856+109.9% |
| Participation rate | 53.2% | 71.8%-18.6pp | 78.6%-25.4pp | 67.6%-14.4pp |
| Annual return | 6.15% | 16.72%-10.6pp | 69.93%-63.8pp | 35.59%-29.4pp |
| Employer contribution / active EE | $1,169 | $2,953-60.4% | $4,341-73.1% | $2,755-57.6% |
| Participant deferral / active EE | $5,389 | $4,477+20.4% | $6,031-10.6% | $4,296+25.5% |
| Admin fee / account holder | $14,740 | $8,227+79.2% | $12,690+16.2% | $6,918+113.1% |