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 | $89,598 | $60,349+48.5% | $74,183+20.8% | $62,891+42.5% |
| Participation rate | 56.0% | 72.7%-16.7pp | 76.6%-20.6pp | 69.3%-13.3pp |
| Annual return | -6.11% | 21.37%-27.5pp | 17.74%-23.8pp | 20.14%-26.3pp |
| Employer contribution / active EE | $691 | $1,680-58.8% | $2,370-70.8% | $2,281-69.7% |
| Participant deferral / active EE | $3,576 | $2,856+25.2% | $3,550+0.7% | $3,203+11.6% |
| Admin fee / account holder | $10,792 | $4,261+153.3% | $5,586+93.2% | $4,296+151.2% |