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 | $135,665 | $72,492+87.1% | $87,100+55.8% | $72,985+85.9% |
| Participation rate | 58.3% | 72.8%-14.5pp | 76.9%-18.5pp | 69.5%-11.2pp |
| Annual return | 14.60% | 24.46%-9.9pp | 28.19%-13.6pp | 81.00%-66.4pp |
| Employer contribution / active EE | $862 | $1,894-54.5% | $2,521-65.8% | $2,440-64.7% |
| Participant deferral / active EE | $3,368 | $3,270+3.0% | $4,049-16.8% | $3,607-6.6% |
| Admin fee / account holder | $12,531 | $5,055+147.9% | $7,497+67.2% | $5,124+144.5% |