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 | $122,766 | $66,098+85.7% | $101,794+20.6% | $74,304+65.2% |
| Participation rate | 36.4% | 53.8%-17.3pp | 69.2%-32.7pp | 60.3%-23.9pp |
| Annual return | 12.82% | 19.59%-6.8pp | 30.53%-17.7pp | 29.43%-16.6pp |
| Employer contribution / active EE | $1,674 | $1,082+54.7% | $2,289-26.9% | $2,241-25.3% |
| Participant deferral / active EE | $2,843 | $2,781+2.2% | $4,084-30.4% | $3,767-24.5% |
| Admin fee / account holder | $12,707 | $4,146+206.5% | $8,777+44.8% | $2,969+328.0% |