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 | $118,418 | $95,453+24.1% | $112,040+5.7% | $82,448+43.6% |
| Participation rate | 50.9% | 72.8%-21.8pp | 76.5%-25.5pp | 68.1%-17.1pp |
| Annual return | 10.36% | 23.92%-13.6pp | 24.52%-14.2pp | 41.64%-31.3pp |
| Employer contribution / active EE | $783 | $2,318-66.2% | $2,954-73.5% | $2,551-69.3% |
| Participant deferral / active EE | $2,666 | $4,224-36.9% | $5,098-47.7% | $4,139-35.6% |
| Admin fee / account holder | $12,313 | $9,013+36.6% | $12,098+1.8% | $7,234+70.2% |