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 | $143,574 | $95,803+49.9% | $113,168+26.9% | $84,808+69.3% |
| Participation rate | 62.5% | 72.9%-10.4pp | 76.6%-14.1pp | 68.3%-5.8pp |
| Annual return | 10.81% | 25.00%-14.2pp | 24.27%-13.5pp | 40.90%-30.1pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,131 | $4,242-49.8% | $5,107-58.3% | $4,212-49.4% |
| Admin fee / account holder | $2,827 | $8,989-68.5% | $12,068-76.6% | $7,344-61.5% |