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 | $185,758 | $56,897+226.5% | $84,750+119.2% | $62,891+195.4% |
| Participation rate | 33.7% | 68.5%-34.8pp | 76.6%-42.9pp | 69.3%-35.6pp |
| Annual return | 3.55% | 6.30%-2.8pp | 22.78%-19.2pp | 20.14%-16.6pp |
| Employer contribution / active EE | $1,030 | $2,400-57.1% | $3,574-71.2% | $2,281-54.9% |
| Participant deferral / active EE | $2,398 | $2,709-11.5% | $3,712-35.4% | $3,203-25.1% |
| Admin fee / account holder | $8,790 | $3,581+145.5% | $5,332+64.8% | $4,296+104.6% |