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 | $210,720 | $109,413+92.6% | $156,263+34.8% | $84,808+148.5% |
| Participation rate | 35.6% | 72.7%-37.1pp | 78.9%-43.3pp | 68.3%-32.7pp |
| Annual return | 10.79% | 20.18%-9.4pp | 59.47%-48.7pp | 40.90%-30.1pp |
| Employer contribution / active EE | $1,585 | $2,907-45.5% | $4,333-63.4% | $2,631-39.8% |
| Participant deferral / active EE | $3,294 | $4,590-28.2% | $6,158-46.5% | $4,212-21.8% |
| Admin fee / account holder | $716 | $9,357-92.4% | $14,255-95.0% | $7,344-90.3% |