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 | $101,796 | $55,371+83.8% | $95,585+6.5% | $74,304+37.0% |
| Participation rate | 16.8% | 53.8%-37.0pp | 72.1%-55.3pp | 60.3%-43.5pp |
| Annual return | 11.20% | 24.26%-13.1pp | 38.56%-27.4pp | 29.43%-18.2pp |
| Employer contribution / active EE | $624 | $1,437-56.6% | $2,527-75.3% | $2,241-72.1% |
| Participant deferral / active EE | $1,170 | $2,955-60.4% | $4,023-70.9% | $3,767-69.0% |
| Admin fee / account holder | $9,760 | $2,620+272.5% | $6,127+59.3% | $2,969+228.8% |