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 | $117,159 | $95,803+22.3% | $113,168+3.5% | $84,808+38.1% |
| Participation rate | 65.4% | 72.9%-7.5pp | 76.6%-11.2pp | 68.3%-2.9pp |
| Annual return | 10.56% | 25.00%-14.4pp | 24.27%-13.7pp | 40.90%-30.3pp |
| Employer contribution / active EE | $1,067 | $2,360-54.8% | $2,975-64.1% | $2,631-59.4% |
| Participant deferral / active EE | $2,311 | $4,242-45.5% | $5,107-54.7% | $4,212-45.1% |
| Admin fee / account holder | $4,628 | $8,989-48.5% | $12,068-61.6% | $7,344-37.0% |