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 | $94,154 | $65,365+44.0% | $92,893+1.4% | $72,985+29.0% |
| Participation rate | 50.0% | 68.3%-18.3pp | 76.0%-26.0pp | 69.5%-19.5pp |
| Annual return | 11.16% | 42.10%-30.9pp | 109.41%-98.3pp | 81.00%-69.8pp |
| Employer contribution / active EE | $966 | $2,594-62.8% | $3,653-73.6% | $2,440-60.4% |
| Participant deferral / active EE | $4,588 | $3,128+46.7% | $4,236+8.3% | $3,607+27.2% |
| Admin fee / account holder | $1,771 | $4,251-58.3% | $5,794-69.4% | $5,124-65.4% |