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 | $114,820 | $58,208+97.3% | $81,812+40.3% | $80,856+42.0% |
| Participation rate | 27.3% | 63.4%-36.1pp | 72.3%-45.1pp | 67.6%-40.4pp |
| Annual return | 10.51% | 41.66%-31.2pp | 773.79%-763.3pp | 35.59%-25.1pp |
| Employer contribution / active EE | $844 | $2,340-63.9% | $2,912-71.0% | $2,755-69.4% |
| Participant deferral / active EE | $2,173 | $3,281-33.8% | $4,319-49.7% | $4,296-49.4% |
| Admin fee / account holder | $4,090 | $4,981-17.9% | $7,386-44.6% | $6,918-40.9% |