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 | $99,141 | $59,097+67.8% | $82,389+20.3% | $74,304+33.4% |
| Participation rate | 33.9% | 52.8%-18.9pp | 69.5%-35.7pp | 60.3%-26.5pp |
| Annual return | 11.30% | 22.85%-11.5pp | 28.67%-17.4pp | 29.43%-18.1pp |
| Employer contribution / active EE | $1,281 | $1,601-20.0% | $2,517-49.1% | $2,241-42.9% |
| Participant deferral / active EE | $2,339 | $2,775-15.7% | $4,155-43.7% | $3,767-37.9% |
| Admin fee / account holder | $4,167 | $4,489-7.2% | $7,231-42.4% | $2,969+40.4% |