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 | $108,020 | $57,016+89.5% | $84,966+27.1% | $80,856+33.6% |
| Participation rate | 28.7% | 56.3%-27.6pp | 67.5%-38.8pp | 67.6%-38.9pp |
| Annual return | 8.08% | 21.66%-13.6pp | 66.38%-58.3pp | 35.59%-27.5pp |
| Employer contribution / active EE | $1,303 | $1,798-27.5% | $2,727-52.2% | $2,755-52.7% |
| Participant deferral / active EE | $1,180 | $3,110-62.1% | $4,519-73.9% | $4,296-72.5% |
| Admin fee / account holder | $2,353 | $4,980-52.7% | $6,149-61.7% | $6,918-66.0% |