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 | $136,630 | $95,803+42.6% | $113,168+20.7% | $84,808+61.1% |
| Participation rate | 57.6% | 72.9%-15.3pp | 76.6%-19.0pp | 68.3%-10.7pp |
| Annual return | 11.65% | 25.00%-13.4pp | 24.27%-12.6pp | 40.90%-29.2pp |
| Employer contribution / active EE | $1,207 | $2,360-48.9% | $2,975-59.4% | $2,631-54.1% |
| Participant deferral / active EE | $4,426 | $4,242+4.3% | $5,107-13.3% | $4,212+5.1% |
| Admin fee / account holder | $4,060 | $8,989-54.8% | $12,068-66.4% | $7,344-44.7% |