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 | $126,693 | $65,041+94.8% | $90,951+39.3% | $79,858+58.6% |
| Participation rate | 42.9% | 61.6%-18.7pp | 69.0%-26.2pp | 69.6%-26.8pp |
| Annual return | 8.77% | 30.45%-21.7pp | 134.60%-125.8pp | 31.71%-22.9pp |
| Employer contribution / active EE | $966 | $1,247-22.5% | $2,122-54.5% | $2,471-60.9% |
| Participant deferral / active EE | $3,676 | $2,512+46.3% | $3,373+9.0% | $3,740-1.7% |
| Admin fee / account holder | $2,692 | $4,536-40.7% | $5,959-54.8% | $5,306-49.3% |