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 | $100,041 | $60,892+64.3% | $82,389+21.4% | $84,808+18.0% |
| Participation rate | 55.8% | 63.3%-7.5pp | 69.5%-13.7pp | 68.3%-12.5pp |
| Annual return | 10.96% | 37.29%-26.3pp | 28.67%-17.7pp | 40.90%-29.9pp |
| Employer contribution / active EE | $610 | $1,779-65.7% | $2,517-75.8% | $2,631-76.8% |
| Participant deferral / active EE | $2,567 | $3,179-19.2% | $4,155-38.2% | $4,212-39.0% |
| Admin fee / account holder | $22,812 | $5,467+317.2% | $7,231+215.5% | $7,344+210.6% |