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 | $127,427 | $29,051+338.6% | $52,425+143.1% | $67,986+87.4% |
| Participation rate | 35.6% | 30.4%+5.2pp | 55.6%-20.0pp | 57.2%-21.6pp |
| Annual return | 12.88% | 24.00%-11.1pp | 302.12%-289.2pp | 31.67%-18.8pp |
| Employer contribution / active EE | $857 | $412+108.0% | $914-6.3% | $2,019-57.6% |
| Participant deferral / active EE | $2,651 | $873+203.6% | $1,790+48.0% | $3,358-21.1% |
| Admin fee / account holder | $3,432 | $2,113+62.5% | $2,495+37.6% | $3,203+7.2% |