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 | $120,363 | $76,367+57.6% | $93,606+28.6% | $72,985+64.9% |
| Participation rate | 45.0% | 71.7%-26.7pp | 75.8%-30.8pp | 69.5%-24.5pp |
| Annual return | 1.18% | 25.82%-24.6pp | 32.76%-31.6pp | 81.00%-79.8pp |
| Employer contribution / active EE | $727 | $2,275-68.1% | $2,718-73.3% | $2,440-70.2% |
| Participant deferral / active EE | $2,844 | $3,538-19.6% | $4,069-30.1% | $3,607-21.2% |
| Admin fee / account holder | $1,173 | $6,838-82.8% | $7,888-85.1% | $5,124-77.1% |