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 | $115,631 | $84,556+36.7% | $116,228-0.5% | $74,304+55.6% |
| Participation rate | 37.9% | 66.0%-28.2pp | 74.6%-36.7pp | 60.3%-22.5pp |
| Annual return | 12.06% | 18.35%-6.3pp | 90.06%-78.0pp | 29.43%-17.4pp |
| Employer contribution / active EE | $1,090 | $2,168-49.7% | $2,994-63.6% | $2,241-51.4% |
| Participant deferral / active EE | $1,967 | $3,814-48.4% | $4,953-60.3% | $3,767-47.8% |
| Admin fee / account holder | $18,091 | $3,792+377.1% | $11,989+50.9% | $2,969+509.4% |