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 | $141,542 | $95,453+48.3% | $112,040+26.3% | $82,448+71.7% |
| Participation rate | 36.5% | 72.8%-36.2pp | 76.5%-40.0pp | 68.1%-31.5pp |
| Annual return | 7.05% | 23.92%-16.9pp | 24.52%-17.5pp | 41.64%-34.6pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,631 | $4,224-37.7% | $5,098-48.4% | $4,139-36.4% |
| Admin fee / account holder | $17,491 | $9,013+94.1% | $12,098+44.6% | $7,234+141.8% |