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 | $172,803 | $71,050+143.2% | $93,606+84.6% | $80,856+113.7% |
| Participation rate | 56.7% | 60.4%-3.7pp | 68.7%-12.1pp | 67.6%-11.0pp |
| Annual return | 8.56% | 11.26%-2.7pp | 133.20%-124.6pp | 35.59%-27.0pp |
| Employer contribution / active EE | $475 | $1,564-69.6% | $2,420-80.4% | $2,755-82.8% |
| Participant deferral / active EE | $2,933 | $4,034-27.3% | $4,411-33.5% | $4,296-31.7% |
| Admin fee / account holder | $6,399 | $6,945-7.9% | $8,285-22.8% | $6,918-7.5% |