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 | $184,586 | $91,552+101.6% | $133,956+37.8% | $79,858+131.1% |
| Participation rate | 40.0% | 73.3%-33.3pp | 79.8%-39.8pp | 69.6%-29.6pp |
| Annual return | 6.94% | 61.85%-54.9pp | 45.09%-38.2pp | 31.71%-24.8pp |
| Employer contribution / active EE | $1,147 | $2,384-51.9% | $3,919-70.7% | $2,471-53.6% |
| Participant deferral / active EE | $1,922 | $3,733-48.5% | $5,048-61.9% | $3,740-48.6% |
| Admin fee / account holder | $12,289 | $6,321+94.4% | $8,927+37.7% | $5,306+131.6% |