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 | $58,208+83.2% | $81,812+30.3% | $80,856+31.9% |
| Participation rate | 44.9% | 63.4%-18.5pp | 72.3%-27.4pp | 67.6%-22.7pp |
| Annual return | 10.70% | 41.66%-31.0pp | 773.79%-763.1pp | 35.59%-24.9pp |
| Employer contribution / active EE | $1,435 | $2,340-38.7% | $2,912-50.7% | $2,755-47.9% |
| Participant deferral / active EE | $3,097 | $3,281-5.6% | $4,319-28.3% | $4,296-27.9% |
| Admin fee / account holder | $4,477 | $4,981-10.1% | $7,386-39.4% | $6,918-35.3% |