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 | $133,202 | $87,013+53.1% | $106,213+25.4% | $80,856+64.7% |
| Participation rate | 45.7% | 70.4%-24.7pp | 75.3%-29.6pp | 67.6%-21.9pp |
| Annual return | 7.36% | 17.05%-9.7pp | 116.14%-108.8pp | 35.59%-28.2pp |
| Employer contribution / active EE | $963 | $2,395-59.8% | $3,171-69.6% | $2,755-65.0% |
| Participant deferral / active EE | $2,406 | $3,986-39.6% | $5,016-52.0% | $4,296-44.0% |
| Admin fee / account holder | $21,532 | $8,431+155.4% | $11,033+95.2% | $6,918+211.2% |