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 | $140,283 | $64,348+118.0% | $90,160+55.6% | $70,131+100.0% |
| Participation rate | 53.7% | 70.4%-16.8pp | 76.9%-23.2pp | 69.5%-15.9pp |
| Annual return | 14.24% | 28.13%-13.9pp | 34.88%-20.6pp | 73.14%-58.9pp |
| Employer contribution / active EE | $283 | $2,046-86.1% | $3,318-91.5% | $2,342-87.9% |
| Participant deferral / active EE | $5,662 | $4,389+29.0% | $5,288+7.1% | $3,332+69.9% |
| Admin fee / account holder | $18,118 | $3,944+359.4% | $5,943+204.9% | $4,645+290.0% |