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 | $119,836 | $59,097+102.8% | $82,389+45.5% | $74,304+61.3% |
| Participation rate | 43.0% | 52.8%-9.8pp | 69.5%-26.5pp | 60.3%-17.3pp |
| Annual return | 10.58% | 22.85%-12.3pp | 28.67%-18.1pp | 29.43%-18.9pp |
| Employer contribution / active EE | $829 | $1,601-48.2% | $2,517-67.1% | $2,241-63.0% |
| Participant deferral / active EE | $3,303 | $2,775+19.0% | $4,155-20.5% | $3,767-12.3% |
| Admin fee / account holder | $9,702 | $4,489+116.1% | $7,231+34.2% | $2,969+226.8% |