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 | $113,856 | $62,672+81.7% | $185,117-38.5% | $70,131+62.3% |
| Participation rate | 32.1% | 63.8%-31.6pp | 77.3%-45.1pp | 69.5%-37.4pp |
| Annual return | 13.04% | 40.79%-27.8pp | 40.50%-27.5pp | 73.14%-60.1pp |
| Employer contribution / active EE | $623 | $1,753-64.4% | $4,182-85.1% | $2,342-73.4% |
| Participant deferral / active EE | $2,555 | $3,272-21.9% | $5,045-49.4% | $3,332-23.3% |
| Admin fee / account holder | $3,601 | $3,932-8.4% | $8,159-55.9% | $4,645-22.5% |