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 | $106,594 | $62,672+70.1% | $185,117-42.4% | $70,131+52.0% |
| Participation rate | 27.3% | 63.8%-36.5pp | 77.3%-50.0pp | 69.5%-42.3pp |
| Annual return | 13.14% | 40.79%-27.7pp | 40.50%-27.4pp | 73.14%-60.0pp |
| Employer contribution / active EE | $836 | $1,753-52.3% | $4,182-80.0% | $2,342-64.3% |
| Participant deferral / active EE | $1,985 | $3,272-39.3% | $5,045-60.7% | $3,332-40.4% |
| Admin fee / account holder | $717 | $3,932-81.8% | $8,159-91.2% | $4,645-84.6% |