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 | $126,783 | $73,638+72.2% | $95,952+32.1% | $73,488+72.5% |
| Participation rate | 36.9% | 76.2%-39.2pp | 77.1%-40.1pp | 70.7%-33.7pp |
| Annual return | 7.26% | 16.78%-9.5pp | 91.61%-84.4pp | 28.51%-21.3pp |
| Employer contribution / active EE | $1,231 | $1,863-33.9% | $2,541-51.6% | $2,270-45.8% |
| Participant deferral / active EE | $2,732 | $3,617-24.5% | $4,167-34.4% | $3,740-26.9% |
| Admin fee / account holder | $9,416 | $482+1853.2% | $6,795+38.6% | $513+1735.3% |