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 | $215,966 | $102,616+110.5% | $81,983+163.4% | $158,922+35.9% |
| Participation rate | 36.8% | 75.5%-38.7pp | 69.2%-32.4pp | 82.0%-45.1pp |
| Annual return | 6.05% | 61.04%-55.0pp | 41.31%-35.3pp | 302.83%-296.8pp |
| Employer contribution / active EE | $670 | $3,240-79.3% | $2,498-73.2% | $4,761-85.9% |
| Participant deferral / active EE | $2,998 | $4,648-35.5% | $3,722-19.5% | $5,982-49.9% |
| Admin fee / account holder | $9,470 | $8,235+15.0% | $5,664+67.2% | $11,246-15.8% |