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 | $154,222 | $58,208+165.0% | $81,812+88.5% | $80,856+90.7% |
| Participation rate | 57.7% | 63.4%-5.7pp | 72.3%-14.7pp | 67.6%-9.9pp |
| Annual return | 6.94% | 41.66%-34.7pp | 773.79%-766.8pp | 35.59%-28.7pp |
| Employer contribution / active EE | $778 | $2,340-66.7% | $2,912-73.3% | $2,755-71.7% |
| Participant deferral / active EE | $995 | $3,281-69.7% | $4,319-77.0% | $4,296-76.8% |
| Admin fee / account holder | $10,135 | $4,981+103.5% | $7,386+37.2% | $6,918+46.5% |