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 | $101,688 | $65,561+55.1% | $91,541+11.1% | $74,304+36.9% |
| Participation rate | 31.7% | 56.6%-24.9pp | 69.8%-38.1pp | 60.3%-28.7pp |
| Annual return | 10.44% | 17.68%-7.2pp | 20.50%-10.1pp | 29.43%-19.0pp |
| Employer contribution / active EE | $779 | $1,717-54.6% | $2,505-68.9% | $2,241-65.2% |
| Participant deferral / active EE | $1,407 | $2,918-51.8% | $4,008-64.9% | $3,767-62.7% |
| Admin fee / account holder | $8,972 | $3,333+169.2% | $6,956+29.0% | $2,969+202.2% |