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 | $118,080 | $72,492+62.9% | $87,100+35.6% | $72,985+61.8% |
| Participation rate | 51.1% | 72.8%-21.7pp | 76.9%-25.8pp | 69.5%-18.4pp |
| Annual return | 12.30% | 24.46%-12.2pp | 28.19%-15.9pp | 81.00%-68.7pp |
| Employer contribution / active EE | $728 | $1,894-61.5% | $2,521-71.1% | $2,440-70.1% |
| Participant deferral / active EE | $2,077 | $3,270-36.5% | $4,049-48.7% | $3,607-42.4% |
| Admin fee / account holder | $9,454 | $5,055+87.0% | $7,497+26.1% | $5,124+84.5% |