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 | $111,084 | $76,670+44.9% | $96,683+14.9% | $71,457+55.5% |
| Participation rate | 53.6% | 66.6%-12.9pp | 74.3%-20.7pp | 67.9%-14.3pp |
| Annual return | 12.67% | 48.29%-35.6pp | 35.69%-23.0pp | 28.85%-16.2pp |
| Employer contribution / active EE | $0 | $3,031-100.0% | $3,737-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $8,317 | $3,771+120.5% | $4,878+70.5% | $4,289+93.9% |
| Admin fee / account holder | $23,357 | $2,028+1051.6% | $6,730+247.1% | $1,587+1371.5% |