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 3-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 | $133,580 | $86,929+53.7% | $102,423+30.4% | $80,856+65.2% |
| Participation rate | 63.2% | 72.4%-9.2pp | 76.5%-13.3pp | 67.6%-4.5pp |
| Annual return | 7.40% | 18.88%-11.5pp | 29.32%-21.9pp | 35.59%-28.2pp |
| Employer contribution / active EE | $878 | $2,369-63.0% | $3,023-71.0% | $2,755-68.1% |
| Participant deferral / active EE | $5,329 | $4,118+29.4% | $5,053+5.5% | $4,296+24.0% |
| Admin fee / account holder | $45,202 | $8,049+461.6% | $9,451+378.3% | $6,918+553.4% |