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 | $170,930 | $86,929+96.6% | $102,423+66.9% | $80,856+111.4% |
| Participation rate | 63.6% | 72.4%-8.7pp | 76.5%-12.9pp | 67.6%-4.0pp |
| Annual return | 8.90% | 18.88%-10.0pp | 29.32%-20.4pp | 35.59%-26.7pp |
| Employer contribution / active EE | $731 | $2,369-69.2% | $3,023-75.8% | $2,755-73.5% |
| Participant deferral / active EE | $2,755 | $4,118-33.1% | $5,053-45.5% | $4,296-35.9% |
| Admin fee / account holder | $51,102 | $8,049+534.9% | $9,451+440.7% | $6,918+638.7% |