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 | $199,438 | $115,770+72.3% | $101,248+97.0% | $158,922+25.5% |
| Participation rate | 31.3% | 79.4%-48.1pp | 75.8%-44.6pp | 82.0%-50.7pp |
| Annual return | 7.45% | 56.14%-48.7pp | 46.47%-39.0pp | 302.83%-295.4pp |
| Employer contribution / active EE | $1,178 | $4,175-71.8% | $3,660-67.8% | $4,761-75.3% |
| Participant deferral / active EE | $3,548 | $4,957-28.4% | $4,370-18.8% | $5,982-40.7% |
| Admin fee / account holder | $43,760 | $7,245+504.0% | $5,945+636.0% | $11,246+289.1% |