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 | $60,022+166.4% | $88,946+79.8% | $84,808+88.6% |
| Participation rate | 19.5% | 57.8%-38.4pp | 68.8%-49.4pp | 68.3%-48.8pp |
| Annual return | 12.02% | 22.43%-10.4pp | 57.82%-45.8pp | 40.90%-28.9pp |
| Employer contribution / active EE | $324 | $1,703-81.0% | $2,555-87.3% | $2,631-87.7% |
| Participant deferral / active EE | $793 | $3,114-74.5% | $4,581-82.7% | $4,212-81.2% |
| Admin fee / account holder | $5,298 | $4,811+10.1% | $8,261-35.9% | $7,344-27.9% |