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 | $103,734 | $39,122+165.2% | $57,179+81.4% | $62,891+64.9% |
| Participation rate | 48.3% | 70.5%-22.2pp | 75.3%-27.1pp | 69.3%-21.0pp |
| Annual return | 0.94% | 9.23%-8.3pp | 14.59%-13.6pp | 20.14%-19.2pp |
| Employer contribution / active EE | $1,686 | $1,874-10.0% | $2,682-37.1% | $2,281-26.1% |
| Participant deferral / active EE | $2,934 | $2,374+23.6% | $3,096-5.2% | $3,203-8.4% |
| Admin fee / account holder | $5,481 | $2,592+111.5% | $3,139+74.6% | $4,296+27.6% |