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 | $141,379 | $99,341+42.3% | $84,750+66.8% | $273,961-48.4% |
| Participation rate | 28.6% | 80.7%-52.1pp | 76.6%-48.0pp | 83.0%-54.4pp |
| Annual return | 1.01% | 22.93%-21.9pp | 22.78%-21.8pp | 41.45%-40.4pp |
| Employer contribution / active EE | $1,126 | $4,214-73.3% | $3,574-68.5% | $4,869-76.9% |
| Participant deferral / active EE | $6,857 | $4,269+60.6% | $3,712+84.7% | $5,287+29.7% |
| Admin fee / account holder | $784 | $6,644-88.2% | $5,332-85.3% | $10,132-92.3% |