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 | $99,283 | $58,512+69.7% | $84,015+18.2% | $72,985+36.0% |
| Participation rate | 54.7% | 61.2%-6.5pp | 69.0%-14.3pp | 69.5%-14.8pp |
| Annual return | 10.16% | 28.93%-18.8pp | 71.31%-61.2pp | 81.00%-70.8pp |
| Employer contribution / active EE | $403 | $1,163-65.4% | $1,983-79.7% | $2,440-83.5% |
| Participant deferral / active EE | $2,357 | $2,394-1.5% | $3,239-27.2% | $3,607-34.7% |
| Admin fee / account holder | $9,700 | $4,569+112.3% | $6,101+59.0% | $5,124+89.3% |