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 | $133,717 | $72,277+85.0% | $101,248+32.1% | $79,858+67.4% |
| Participation rate | 43.3% | 68.5%-25.1pp | 75.8%-32.5pp | 69.6%-26.3pp |
| Annual return | 8.77% | 22.30%-13.5pp | 46.47%-37.7pp | 31.71%-22.9pp |
| Employer contribution / active EE | $1,159 | $2,692-56.9% | $3,660-68.3% | $2,471-53.1% |
| Participant deferral / active EE | $4,837 | $3,282+47.4% | $4,370+10.7% | $3,740+29.3% |
| Admin fee / account holder | $2,507 | $4,400-43.0% | $5,945-57.8% | $5,306-52.8% |