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 | $142,998 | $67,606+111.5% | $82,313+73.7% | $70,131+103.9% |
| Participation rate | 67.7% | 72.8%-5.0pp | 76.9%-9.2pp | 69.5%-1.8pp |
| Annual return | 12.08% | 21.57%-9.5pp | 25.88%-13.8pp | 73.14%-61.1pp |
| Employer contribution / active EE | $1,808 | $1,755+3.0% | $2,428-25.5% | $2,342-22.8% |
| Participant deferral / active EE | $2,762 | $2,987-7.5% | $3,706-25.5% | $3,332-17.1% |
| Admin fee / account holder | $1,837 | $4,512-59.3% | $5,608-67.2% | $4,645-60.5% |