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 | $93,954 | $39,122+140.2% | $57,179+64.3% | $62,891+49.4% |
| Participation rate | 40.0% | 70.5%-30.5pp | 75.3%-35.3pp | 69.3%-29.3pp |
| Annual return | 0.85% | 9.23%-8.4pp | 14.59%-13.7pp | 20.14%-19.3pp |
| Employer contribution / active EE | $803 | $1,874-57.2% | $2,682-70.1% | $2,281-64.8% |
| Participant deferral / active EE | $2,911 | $2,374+22.6% | $3,096-6.0% | $3,203-9.1% |
| Admin fee / account holder | $10,566 | $2,592+307.6% | $3,139+236.6% | $4,296+146.0% |