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 | $97,276 | $60,022+62.1% | $88,946+9.4% | $84,808+14.7% |
| Participation rate | 42.7% | 57.8%-15.2pp | 68.8%-26.2pp | 68.3%-25.6pp |
| Annual return | 12.19% | 22.43%-10.2pp | 57.82%-45.6pp | 40.90%-28.7pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,973 | $3,114-36.6% | $4,581-56.9% | $4,212-53.2% |
| Admin fee / account holder | $6,055 | $4,811+25.9% | $8,261-26.7% | $7,344-17.6% |