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 | $159,913 | $57,590+177.7% | $86,233+85.4% | $82,448+94.0% |
| Participation rate | 19.5% | 57.9%-38.4pp | 69.0%-49.5pp | 68.1%-48.6pp |
| Annual return | 12.02% | 22.41%-10.4pp | 61.39%-49.4pp | 41.64%-29.6pp |
| Employer contribution / active EE | $324 | $1,655-80.4% | $2,504-87.1% | $2,551-87.3% |
| Participant deferral / active EE | $793 | $3,080-74.2% | $4,559-82.6% | $4,139-80.8% |
| Admin fee / account holder | $5,298 | $4,730+12.0% | $8,342-36.5% | $7,234-26.8% |