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 | $103,773 | $48,076+115.9% | $78,689+31.9% | $62,891+65.0% |
| Participation rate | 35.4% | 65.2%-29.8pp | 73.6%-38.1pp | 69.3%-33.9pp |
| Annual return | 2.44% | 31.35%-28.9pp | 62.18%-59.7pp | 20.14%-17.7pp |
| Employer contribution / active EE | $497 | $2,015-75.4% | $2,851-82.6% | $2,281-78.2% |
| Participant deferral / active EE | $1,847 | $2,588-28.6% | $3,517-47.5% | $3,203-42.3% |
| Admin fee / account holder | $4,299 | $3,207+34.0% | $4,510-4.7% | $4,296+0.1% |