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 | $101,300 | $58,208+74.0% | $81,812+23.8% | $80,856+25.3% |
| Participation rate | 44.9% | 63.4%-18.5pp | 72.3%-27.5pp | 67.6%-22.8pp |
| Annual return | 8.49% | 41.66%-33.2pp | 773.79%-765.3pp | 35.59%-27.1pp |
| Employer contribution / active EE | $903 | $2,340-61.4% | $2,912-69.0% | $2,755-67.2% |
| Participant deferral / active EE | $1,860 | $3,281-43.3% | $4,319-56.9% | $4,296-56.7% |
| Admin fee / account holder | $5,810 | $4,981+16.6% | $7,386-21.3% | $6,918-16.0% |