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 | $162,582 | $115,770+40.4% | $101,248+60.6% | $158,922+2.3% |
| Participation rate | 58.8% | 79.4%-20.5pp | 75.8%-17.0pp | 82.0%-23.1pp |
| Annual return | 6.32% | 56.14%-49.8pp | 46.47%-40.2pp | 302.83%-296.5pp |
| Employer contribution / active EE | $909 | $4,175-78.2% | $3,660-75.2% | $4,761-80.9% |
| Participant deferral / active EE | $4,705 | $4,957-5.1% | $4,370+7.7% | $5,982-21.4% |
| Admin fee / account holder | $1,064 | $7,245-85.3% | $5,945-82.1% | $11,246-90.5% |