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 | $114,651 | $48,795+135.0% | $65,493+75.1% | $84,808+35.2% |
| Participation rate | 50.8% | 67.0%-16.2pp | 73.1%-22.3pp | 68.3%-17.5pp |
| Annual return | 10.92% | 20.20%-9.3pp | 982.45%-971.5pp | 40.90%-30.0pp |
| Employer contribution / active EE | $1,581 | $1,930-18.1% | $2,574-38.6% | $2,631-39.9% |
| Participant deferral / active EE | $2,901 | $2,928-1.0% | $3,961-26.8% | $4,212-31.1% |
| Admin fee / account holder | $7,460 | $3,877+92.4% | $5,028+48.4% | $7,344+1.6% |