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 | $114,795 | $62,146+84.7% | $81,438+41.0% | $74,546+54.0% |
| Participation rate | 44.3% | 64.1%-19.7pp | 69.5%-25.2pp | 67.2%-22.9pp |
| Annual return | 9.65% | 16.49%-6.8pp | 24.74%-15.1pp | 1366.03%-1356.4pp |
| Employer contribution / active EE | $1,532 | $1,883-18.6% | $2,460-37.7% | $2,624-41.6% |
| Participant deferral / active EE | $2,684 | $3,229-16.9% | $3,883-30.9% | $4,347-38.3% |
| Admin fee / account holder | $813 | $1,922-57.7% | $5,764-85.9% | $1,944-58.2% |