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 | $104,838 | $73,933+41.8% | $96,683+8.4% | $75,163+39.5% |
| Participation rate | 46.8% | 66.4%-19.6pp | 74.3%-27.5pp | 67.2%-20.4pp |
| Annual return | 12.86% | 26.70%-13.8pp | 35.69%-22.8pp | 160.62%-147.8pp |
| Employer contribution / active EE | $1,409 | $2,928-51.9% | $3,737-62.3% | $2,670-47.2% |
| Participant deferral / active EE | $2,386 | $3,659-34.8% | $4,878-51.1% | $4,125-42.2% |
| Admin fee / account holder | $3,475 | $5,216-33.4% | $6,730-48.4% | $5,651-38.5% |