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 4-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 | $109,753 | $59,101+85.7% | $77,163+42.2% | $75,163+46.0% |
| Participation rate | 14.3% | 63.9%-49.6pp | 69.6%-55.3pp | 67.2%-52.9pp |
| Annual return | 12.51% | 26.71%-14.2pp | 37.87%-25.4pp | 160.62%-148.1pp |
| Employer contribution / active EE | $740 | $1,995-62.9% | $2,535-70.8% | $2,670-72.3% |
| Participant deferral / active EE | $1,208 | $2,999-59.7% | $3,833-68.5% | $4,125-70.7% |
| Admin fee / account holder | $5,011 | $4,774+5.0% | $5,472-8.4% | $5,651-11.3% |