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 | $93,286 | $60,022+55.4% | $88,946+4.9% | $84,808+10.0% |
| Participation rate | 39.1% | 57.8%-18.8pp | 68.8%-29.8pp | 68.3%-29.2pp |
| Annual return | 12.83% | 22.43%-9.6pp | 57.82%-45.0pp | 40.90%-28.1pp |
| Employer contribution / active EE | $799 | $1,703-53.1% | $2,555-68.7% | $2,631-69.6% |
| Participant deferral / active EE | $1,724 | $3,114-44.6% | $4,581-62.4% | $4,212-59.1% |
| Admin fee / account holder | $1,542 | $4,811-67.9% | $8,261-81.3% | $7,344-79.0% |