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 | $202,120 | $96,557+109.3% | $80,975+149.6% | $273,961-26.2% |
| Participation rate | 50.0% | 79.1%-29.1pp | 75.8%-25.8pp | 83.0%-33.0pp |
| Annual return | 1.76% | 15.14%-13.4pp | 17.10%-15.3pp | 41.45%-39.7pp |
| Employer contribution / active EE | $1,847 | $4,868-62.1% | $3,714-50.3% | $4,869-62.1% |
| Participant deferral / active EE | $6,290 | $6,598-4.7% | $5,696+10.4% | $5,287+19.0% |
| Admin fee / account holder | $19,697 | $7,492+162.9% | $5,516+257.1% | $10,132+94.4% |