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 | $87,435 | $43,075+103.0% | $74,583+17.2% | $62,891+39.0% |
| Participation rate | 39.7% | 58.1%-18.3pp | 68.1%-28.4pp | 69.3%-29.6pp |
| Annual return | 4.05% | 17.50%-13.5pp | 20.47%-16.4pp | 20.14%-16.1pp |
| Employer contribution / active EE | $522 | $1,498-65.2% | $2,525-79.3% | $2,281-77.1% |
| Participant deferral / active EE | $2,279 | $2,389-4.6% | $3,458-34.1% | $3,203-28.9% |
| Admin fee / account holder | $7,405 | $2,840+160.7% | $4,138+79.0% | $4,296+72.4% |