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 | $95,704 | $71,050+34.7% | $93,606+2.2% | $80,856+18.4% |
| Participation rate | 41.6% | 60.4%-18.8pp | 68.7%-27.2pp | 67.6%-26.1pp |
| Annual return | 7.34% | 11.26%-3.9pp | 133.20%-125.9pp | 35.59%-28.3pp |
| Employer contribution / active EE | $467 | $1,564-70.1% | $2,420-80.7% | $2,755-83.0% |
| Participant deferral / active EE | $2,844 | $4,034-29.5% | $4,411-35.5% | $4,296-33.8% |
| Admin fee / account holder | $11,935 | $6,945+71.9% | $8,285+44.1% | $6,918+72.5% |