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 | $138,897 | $95,803+45.0% | $113,168+22.7% | $84,808+63.8% |
| Participation rate | 65.3% | 72.9%-7.5pp | 76.6%-11.2pp | 68.3%-3.0pp |
| Annual return | 12.00% | 25.00%-13.0pp | 24.27%-12.3pp | 40.90%-28.9pp |
| Employer contribution / active EE | $4,036 | $2,360+71.0% | $2,975+35.7% | $2,631+53.4% |
| Participant deferral / active EE | $4,659 | $4,242+9.8% | $5,107-8.8% | $4,212+10.6% |
| Admin fee / account holder | $43,085 | $8,989+379.3% | $12,068+257.0% | $7,344+486.7% |