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 | $88,188 | $57,590+53.1% | $86,233+2.3% | $82,448+7.0% |
| Participation rate | 52.9% | 57.9%-4.9pp | 69.0%-16.1pp | 68.1%-15.1pp |
| Annual return | 10.24% | 22.41%-12.2pp | 61.39%-51.1pp | 41.64%-31.4pp |
| Employer contribution / active EE | $475 | $1,655-71.3% | $2,504-81.0% | $2,551-81.4% |
| Participant deferral / active EE | $3,433 | $3,080+11.5% | $4,559-24.7% | $4,139-17.1% |
| Admin fee / account holder | $1,641 | $4,730-65.3% | $8,342-80.3% | $7,234-77.3% |