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 | $111,754 | $57,590+94.0% | $86,233+29.6% | $82,448+35.5% |
| Participation rate | 60.0% | 57.9%+2.1pp | 69.0%-9.0pp | 68.1%-8.1pp |
| Annual return | 13.06% | 22.41%-9.4pp | 61.39%-48.3pp | 41.64%-28.6pp |
| Employer contribution / active EE | $493 | $1,655-70.2% | $2,504-80.3% | $2,551-80.7% |
| Participant deferral / active EE | $5,511 | $3,080+78.9% | $4,559+20.9% | $4,139+33.1% |
| Admin fee / account holder | $14,858 | $4,730+214.1% | $8,342+78.1% | $7,234+105.4% |