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 | $107,728 | $81,460+32.2% | $103,333+4.3% | $80,856+33.2% |
| Participation rate | 34.4% | 66.8%-32.5pp | 74.5%-40.1pp | 67.6%-33.3pp |
| Annual return | 9.26% | 25.55%-16.3pp | 24.88%-15.6pp | 35.59%-26.3pp |
| Employer contribution / active EE | $1,590 | $3,105-48.8% | $3,868-58.9% | $2,755-42.3% |
| Participant deferral / active EE | $3,552 | $3,869-8.2% | $5,057-29.8% | $4,296-17.3% |
| Admin fee / account holder | $6,881 | $6,566+4.8% | $8,355-17.6% | $6,918-0.5% |