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 | $100,652 | $81,208+23.9% | $98,907+1.8% | $79,858+26.0% |
| Participation rate | 37.0% | 72.5%-35.5pp | 76.0%-39.0pp | 69.6%-32.6pp |
| Annual return | 3.88% | 60.99%-57.1pp | 196.43%-192.5pp | 31.71%-27.8pp |
| Employer contribution / active EE | $633 | $1,960-67.7% | $2,689-76.4% | $2,471-74.4% |
| Participant deferral / active EE | $6,434 | $3,265+97.1% | $4,244+51.6% | $3,740+72.0% |
| Admin fee / account holder | $24,030 | $6,013+299.6% | $6,642+261.8% | $5,306+352.9% |