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 5-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 | $159,602 | $112,729+41.6% | $98,716+61.7% | $137,256+16.3% |
| Participation rate | 25.0% | 74.2%-49.2pp | 69.3%-44.3pp | 80.0%-55.0pp |
| Annual return | 7.78% | 38.48%-30.7pp | 31.81%-24.0pp | 220.34%-212.6pp |
| Employer contribution / active EE | $1,274 | $2,725-53.2% | $2,279-44.1% | $4,156-69.3% |
| Participant deferral / active EE | $1,593 | $4,640-65.7% | $4,048-60.7% | $6,407-75.1% |
| Admin fee / account holder | $1,356 | $10,129-86.6% | $8,703-84.4% | $12,270-88.9% |