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 | $146,071 | $73,787+98.0% | $98,716+48.0% | $82,448+77.2% |
| Participation rate | 38.6% | 61.4%-22.8pp | 69.3%-30.7pp | 68.1%-29.5pp |
| Annual return | 11.31% | 18.57%-7.3pp | 31.81%-20.5pp | 41.64%-30.3pp |
| Employer contribution / active EE | $1,948 | $1,511+28.9% | $2,279-14.5% | $2,551-23.6% |
| Participant deferral / active EE | $2,307 | $3,081-25.1% | $4,048-43.0% | $4,139-44.3% |
| Admin fee / account holder | $2,562 | $6,500-60.6% | $8,703-70.6% | $7,234-64.6% |