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 | $83,958 | $48,795+72.1% | $65,493+28.2% | $84,808-1.0% |
| Participation rate | 42.1% | 67.0%-24.9pp | 73.1%-31.0pp | 68.3%-26.2pp |
| Annual return | 11.67% | 20.20%-8.5pp | 982.45%-970.8pp | 40.90%-29.2pp |
| Employer contribution / active EE | $835 | $1,930-56.7% | $2,574-67.6% | $2,631-68.3% |
| Participant deferral / active EE | $1,723 | $2,928-41.1% | $3,961-56.5% | $4,212-59.1% |
| Admin fee / account holder | $5,515 | $3,877+42.2% | $5,028+9.7% | $7,344-24.9% |