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 | $144,881 | $72,277+100.5% | $101,248+43.1% | $79,858+81.4% |
| Participation rate | 56.0% | 68.5%-12.5pp | 75.8%-19.8pp | 69.6%-13.6pp |
| Annual return | -7.55% | 22.30%-29.8pp | 46.47%-54.0pp | 31.71%-39.3pp |
| Employer contribution / active EE | $1,272 | $2,692-52.7% | $3,660-65.2% | $2,471-48.5% |
| Participant deferral / active EE | $2,664 | $3,282-18.8% | $4,370-39.0% | $3,740-28.8% |
| Admin fee / account holder | $3,408 | $4,400-22.5% | $5,945-42.7% | $5,306-35.8% |