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 | $219,623 | $37,426+486.8% | $77,482+183.4% | $79,858+175.0% |
| Participation rate | 17.1% | 41.5%-24.4pp | 54.2%-37.1pp | 69.6%-52.6pp |
| Annual return | 5.66% | 39.70%-34.0pp | 54.79%-49.1pp | 31.71%-26.1pp |
| Employer contribution / active EE | $882 | $637+38.5% | $986-10.6% | $2,471-64.3% |
| Participant deferral / active EE | $2,065 | $1,260+63.9% | $1,861+10.9% | $3,740-44.8% |
| Admin fee / account holder | $329 | $2,504-86.8% | $2,858-88.5% | $5,306-93.8% |