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 | $107,762 | $72,277+49.1% | $101,248+6.4% | $79,858+34.9% |
| Participation rate | 46.7% | 68.5%-21.8pp | 75.8%-29.1pp | 69.6%-23.0pp |
| Annual return | 9.28% | 22.30%-13.0pp | 46.47%-37.2pp | 31.71%-22.4pp |
| Employer contribution / active EE | $962 | $2,692-64.3% | $3,660-73.7% | $2,471-61.1% |
| Participant deferral / active EE | $3,384 | $3,282+3.1% | $4,370-22.6% | $3,740-9.5% |
| Admin fee / account holder | $8,701 | $4,400+97.7% | $5,945+46.3% | $5,306+64.0% |