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 | $85,541 | $54,541+56.8% | $78,778+8.6% | $70,131+22.0% |
| Participation rate | 67.7% | 60.8%+6.9pp | 69.2%-1.4pp | 69.5%-1.8pp |
| Annual return | 12.07% | 21.07%-9.0pp | 35.62%-23.6pp | 73.14%-61.1pp |
| Employer contribution / active EE | $670 | $1,089-38.4% | $1,986-66.3% | $2,342-71.4% |
| Participant deferral / active EE | $1,717 | $2,210-22.3% | $2,958-42.0% | $3,332-48.5% |
| Admin fee / account holder | $9,901 | $3,709+167.0% | $5,134+92.9% | $4,645+113.1% |