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 | $105,130 | $61,272+71.6% | $149,673-29.8% | $71,457+47.1% |
| Participation rate | 28.2% | 62.5%-34.3pp | 78.8%-50.6pp | 67.9%-39.8pp |
| Annual return | 11.57% | 35.85%-24.3pp | 134.42%-122.8pp | 28.85%-17.3pp |
| Employer contribution / active EE | $764 | $2,378-67.9% | $4,818-84.1% | $2,588-70.5% |
| Participant deferral / active EE | $1,705 | $2,917-41.6% | $5,680-70.0% | $4,289-60.3% |
| Admin fee / account holder | $2,619 | $1,261+107.6% | $13,210-80.2% | $1,587+65.0% |