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 9-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 | $149,621 | $60,022+149.3% | $88,946+68.2% | $84,808+76.4% |
| Participation rate | 20.0% | 57.8%-37.8pp | 68.8%-48.8pp | 68.3%-48.3pp |
| Annual return | 2.03% | 22.43%-20.4pp | 57.82%-55.8pp | 40.90%-38.9pp |
| Employer contribution / active EE | $693 | $1,703-59.3% | $2,555-72.9% | $2,631-73.6% |
| Participant deferral / active EE | $956 | $3,114-69.3% | $4,581-79.1% | $4,212-77.3% |
| Admin fee / account holder | $1,648 | $4,811-65.8% | $8,261-80.1% | $7,344-77.6% |