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 | $99,071 | $78,705+25.9% | $117,854-15.9% | $70,131+41.3% |
| Participation rate | 56.8% | 73.2%-16.4pp | 79.7%-22.8pp | 69.5%-12.7pp |
| Annual return | 8.18% | 23.30%-15.1pp | 335.08%-326.9pp | 73.14%-65.0pp |
| Employer contribution / active EE | $1,180 | $2,223-46.9% | $3,786-68.8% | $2,342-49.6% |
| Participant deferral / active EE | $2,083 | $3,297-36.8% | $4,482-53.5% | $3,332-37.5% |
| Admin fee / account holder | $8,039 | $5,065+58.7% | $8,020+0.2% | $4,645+73.1% |