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 | $78,873 | $51,045+54.5% | $70,515+11.9% | $71,457+10.4% |
| Participation rate | 29.7% | 59.4%-29.7pp | 68.3%-38.6pp | 67.9%-38.2pp |
| Annual return | 13.42% | 42.63%-29.2pp | 32.77%-19.4pp | 28.85%-15.4pp |
| Employer contribution / active EE | $380 | $1,790-78.8% | $2,973-87.2% | $2,588-85.3% |
| Participant deferral / active EE | $1,519 | $3,026-49.8% | $4,567-66.7% | $4,289-64.6% |
| Admin fee / account holder | $14,977 | $1,994+651.3% | $6,412+133.6% | $1,587+843.6% |