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 | $115,369 | $60,022+92.2% | $88,946+29.7% | $84,808+36.0% |
| Participation rate | 28.3% | 57.8%-29.6pp | 68.8%-40.6pp | 68.3%-40.1pp |
| Annual return | 11.46% | 22.43%-11.0pp | 57.82%-46.4pp | 40.90%-29.4pp |
| Employer contribution / active EE | $1,290 | $1,703-24.3% | $2,555-49.5% | $2,631-51.0% |
| Participant deferral / active EE | $2,327 | $3,114-25.3% | $4,581-49.2% | $4,212-44.7% |
| Admin fee / account holder | $16,490 | $4,811+242.8% | $8,261+99.6% | $7,344+124.5% |