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 | $93,226 | $45,035+107.0% | $62,995+48.0% | $70,131+32.9% |
| Participation rate | 41.9% | 69.5%-27.6pp | 74.8%-32.9pp | 69.5%-27.6pp |
| Annual return | 6.13% | 18.76%-12.6pp | 87.57%-81.4pp | 73.14%-67.0pp |
| Employer contribution / active EE | $561 | $2,051-72.7% | $2,759-79.7% | $2,342-76.1% |
| Participant deferral / active EE | $2,907 | $2,465+18.0% | $3,329-12.7% | $3,332-12.7% |
| Admin fee / account holder | $11,867 | $2,834+318.7% | $3,600+229.7% | $4,645+155.5% |