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 | $123,595 | $81,248+52.1% | $155,509-20.5% | $80,856+52.9% |
| Participation rate | 54.5% | 66.2%-11.7pp | 78.2%-23.6pp | 67.6%-13.1pp |
| Annual return | 8.17% | 33.31%-25.1pp | 64.67%-56.5pp | 35.59%-27.4pp |
| Employer contribution / active EE | $637 | $3,100-79.4% | $4,672-86.4% | $2,755-76.9% |
| Participant deferral / active EE | $2,066 | $3,452-40.2% | $5,626-63.3% | $4,296-51.9% |
| Admin fee / account holder | $11,816 | $7,997+47.8% | $15,912-25.7% | $6,918+70.8% |