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 | $216,706 | $95,803+126.2% | $113,168+91.5% | $84,808+155.5% |
| Participation rate | 35.0% | 72.9%-37.9pp | 76.6%-41.6pp | 68.3%-33.3pp |
| Annual return | 8.42% | 25.00%-16.6pp | 24.27%-15.8pp | 40.90%-32.5pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,728 | $4,242-35.7% | $5,107-46.6% | $4,212-35.2% |
| Admin fee / account holder | $10,686 | $8,989+18.9% | $12,068-11.5% | $7,344+45.5% |