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 | $133,201 | $72,277+84.3% | $101,248+31.6% | $79,858+66.8% |
| Participation rate | 43.5% | 68.5%-25.0pp | 75.8%-32.3pp | 69.6%-26.2pp |
| Annual return | 9.54% | 22.30%-12.8pp | 46.47%-36.9pp | 31.71%-22.2pp |
| Employer contribution / active EE | $1,376 | $2,692-48.9% | $3,660-62.4% | $2,471-44.3% |
| Participant deferral / active EE | $4,810 | $3,282+46.6% | $4,370+10.1% | $3,740+28.6% |
| Admin fee / account holder | $14,408 | $4,400+227.4% | $5,945+142.3% | $5,306+171.5% |