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 | $126,957 | $53,127+139.0% | $86,590+46.6% | $70,131+81.0% |
| Participation rate | 35.7% | 65.3%-29.6pp | 73.5%-37.8pp | 69.5%-33.8pp |
| Annual return | 12.09% | 27.66%-15.6pp | 964.84%-952.8pp | 73.14%-61.0pp |
| Employer contribution / active EE | $403 | $2,068-80.5% | $2,839-85.8% | $2,342-82.8% |
| Participant deferral / active EE | $2,059 | $2,696-23.6% | $3,609-43.0% | $3,332-38.2% |
| Admin fee / account holder | $14,378 | $3,585+301.0% | $4,906+193.1% | $4,645+209.5% |