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 4-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 | $106,627 | $58,234+83.1% | $81,783+30.4% | $80,874+31.8% |
| Participation rate | 44.9% | 63.4%-18.5pp | 72.4%-27.5pp | 67.6%-22.7pp |
| Annual return | 10.70% | 41.70%-31.0pp | 775.05%-764.3pp | 35.62%-24.9pp |
| Employer contribution / active EE | $1,435 | $2,341-38.7% | $2,913-50.7% | $2,756-47.9% |
| Participant deferral / active EE | $3,097 | $3,283-5.7% | $4,320-28.3% | $4,297-27.9% |
| Admin fee / account holder | $4,477 | $4,982-10.1% | $7,380-39.3% | $6,935-35.4% |