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 | $123,005 | $76,670+60.4% | $96,683+27.2% | $71,457+72.1% |
| Participation rate | 54.7% | 66.6%-11.9pp | 74.3%-19.6pp | 67.9%-13.2pp |
| Annual return | 13.40% | 48.29%-34.9pp | 35.69%-22.3pp | 28.85%-15.4pp |
| Employer contribution / active EE | $1,708 | $3,031-43.7% | $3,737-54.3% | $2,588-34.0% |
| Participant deferral / active EE | $2,828 | $3,771-25.0% | $4,878-42.0% | $4,289-34.1% |
| Admin fee / account holder | $6,781 | $2,028+234.3% | $6,730+0.8% | $1,587+327.2% |