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 | $86,375 | $49,915+73.0% | $154,803-44.2% | $74,304+16.2% |
| Participation rate | 14.8% | 54.0%-39.2pp | 78.1%-63.3pp | 60.3%-45.6pp |
| Annual return | 11.02% | 34.06%-23.0pp | 58.88%-47.9pp | 29.43%-18.4pp |
| Employer contribution / active EE | $267 | $1,611-83.5% | $4,305-93.8% | $2,241-88.1% |
| Participant deferral / active EE | $853 | $2,255-62.2% | $5,540-84.6% | $3,767-77.4% |
| Admin fee / account holder | $11,700 | $2,189+434.5% | $14,329-18.3% | $2,969+294.1% |