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 | $67,382 | $45,566+47.9% | $64,105+5.1% | $59,632+13.0% |
| Participation rate | 52.3% | 60.2%-7.9pp | 68.2%-15.9pp | 68.7%-16.4pp |
| Annual return | -3.00% | 4.95%-8.0pp | 791.24%-794.2pp | 2041.28%-2044.3pp |
| Employer contribution / active EE | $1,905 | $934+103.9% | $1,820+4.6% | $2,203-13.5% |
| Participant deferral / active EE | $3,175 | $2,057+54.4% | $2,822+12.5% | $3,192-0.5% |
| Admin fee / account holder | $5,940 | $3,268+81.8% | $4,499+32.0% | $4,297+38.2% |