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 | $89,459 | $59,097+51.4% | $82,389+8.6% | $74,304+20.4% |
| Participation rate | 58.7% | 52.8%+6.0pp | 69.5%-10.8pp | 60.3%-1.6pp |
| Annual return | 13.27% | 22.85%-9.6pp | 28.67%-15.4pp | 29.43%-16.2pp |
| Employer contribution / active EE | $1,561 | $1,601-2.5% | $2,517-38.0% | $2,241-30.3% |
| Participant deferral / active EE | $4,249 | $2,775+53.1% | $4,155+2.3% | $3,767+12.8% |
| Admin fee / account holder | $26,478 | $4,489+489.8% | $7,231+266.2% | $2,969+791.9% |