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 | $136,673 | $68,547+99.4% | $120,354+13.6% | $80,856+69.0% |
| Participation rate | 39.5% | 61.6%-22.1pp | 71.9%-32.4pp | 67.6%-28.2pp |
| Annual return | 10.22% | 23.60%-13.4pp | 107.15%-96.9pp | 35.59%-25.4pp |
| Employer contribution / active EE | $831 | $2,051-59.5% | $3,463-76.0% | $2,755-69.8% |
| Participant deferral / active EE | $1,460 | $3,173-54.0% | $4,991-70.8% | $4,296-66.0% |
| Admin fee / account holder | $7,906 | $5,732+37.9% | $9,423-16.1% | $6,918+14.3% |