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 | $182,556 | $109,413+66.8% | $156,263+16.8% | $84,808+115.3% |
| Participation rate | 55.9% | 72.7%-16.8pp | 78.9%-23.0pp | 68.3%-12.4pp |
| Annual return | 10.35% | 20.18%-9.8pp | 59.47%-49.1pp | 40.90%-30.5pp |
| Employer contribution / active EE | $1,608 | $2,907-44.7% | $4,333-62.9% | $2,631-38.9% |
| Participant deferral / active EE | $2,101 | $4,590-54.2% | $6,158-65.9% | $4,212-50.1% |
| Admin fee / account holder | $5,938 | $9,357-36.5% | $14,255-58.3% | $7,344-19.1% |