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 | $142,085 | $87,733+62.0% | $106,548+33.4% | $85,850+65.5% |
| Participation rate | 35.5% | 71.9%-36.4pp | 76.1%-40.6pp | 69.3%-33.8pp |
| Annual return | 10.95% | 21.86%-10.9pp | 26.80%-15.9pp | 318.53%-307.6pp |
| Employer contribution / active EE | $1,457 | $2,073-29.7% | $2,819-48.3% | $2,565-43.2% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,398-100.0% | $3,952-100.0% |
| Admin fee / account holder | $5,252 | $6,767-22.4% | $7,407-29.1% | $6,260-16.1% |