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 | $73,319 | $55,706+31.6% | $75,886-3.4% | $72,985+0.5% |
| Participation rate | 48.0% | 61.1%-13.1pp | 69.3%-21.3pp | 69.5%-21.5pp |
| Annual return | 14.89% | 27.59%-12.7pp | 30.76%-15.9pp | 81.00%-66.1pp |
| Employer contribution / active EE | $998 | $1,687-40.8% | $2,500-60.1% | $2,440-59.1% |
| Participant deferral / active EE | $2,435 | $2,634-7.6% | $3,603-32.4% | $3,607-32.5% |
| Admin fee / account holder | $45,376 | $3,978+1040.6% | $5,418+737.4% | $5,124+785.5% |