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 | $194,043 | $27,827+597.3% | $65,255+197.4% | $71,457+171.6% |
| Participation rate | 45.5% | 57.6%-12.1pp | 65.0%-19.4pp | 67.9%-22.4pp |
| Annual return | 14.91% | 41.58%-26.7pp | 47.35%-32.4pp | 28.85%-13.9pp |
| Employer contribution / active EE | $734 | $1,405-47.8% | $1,691-56.6% | $2,588-71.6% |
| Participant deferral / active EE | $3,064 | $1,861+64.6% | $2,831+8.2% | $4,289-28.6% |
| Admin fee / account holder | $3,257 | $3,850-15.4% | $4,112-20.8% | $1,587+105.2% |