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 | $98,964 | $65,365+51.4% | $92,893+6.5% | $72,985+35.6% |
| Participation rate | 39.4% | 68.3%-28.9pp | 76.0%-36.6pp | 69.5%-30.1pp |
| Annual return | 3.67% | 42.10%-38.4pp | 109.41%-105.7pp | 81.00%-77.3pp |
| Employer contribution / active EE | $1,082 | $2,594-58.3% | $3,653-70.4% | $2,440-55.6% |
| Participant deferral / active EE | $2,602 | $3,128-16.8% | $4,236-38.6% | $3,607-27.9% |
| Admin fee / account holder | $4,504 | $4,251+5.9% | $5,794-22.3% | $5,124-12.1% |