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 | $98,544 | $78,422+25.7% | $95,952+2.7% | $79,858+23.4% |
| Participation rate | 60.7% | 73.5%-12.8pp | 77.1%-16.4pp | 69.6%-9.0pp |
| Annual return | 5.53% | 19.37%-13.8pp | 91.61%-86.1pp | 31.71%-26.2pp |
| Employer contribution / active EE | $748 | $1,945-61.6% | $2,541-70.6% | $2,471-69.7% |
| Participant deferral / active EE | $4,116 | $3,440+19.7% | $4,167-1.2% | $3,740+10.1% |
| Admin fee / account holder | $7,795 | $5,622+38.6% | $6,795+14.7% | $5,306+46.9% |