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 | $140,333 | $91,552+53.3% | $133,956+4.8% | $79,858+75.7% |
| Participation rate | 44.8% | 73.3%-28.6pp | 79.8%-35.1pp | 69.6%-24.9pp |
| Annual return | 8.07% | 61.85%-53.8pp | 45.09%-37.0pp | 31.71%-23.6pp |
| Employer contribution / active EE | $1,207 | $2,384-49.4% | $3,919-69.2% | $2,471-51.2% |
| Participant deferral / active EE | $2,464 | $3,733-34.0% | $5,048-51.2% | $3,740-34.1% |
| Admin fee / account holder | $24,212 | $6,321+283.1% | $8,927+171.2% | $5,306+356.3% |