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 5-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 | $97,651 | $57,016+71.3% | $84,966+14.9% | $80,856+20.8% |
| Participation rate | 20.0% | 56.3%-36.3pp | 67.5%-47.5pp | 67.6%-47.6pp |
| Annual return | 7.24% | 21.66%-14.4pp | 66.38%-59.1pp | 35.59%-28.4pp |
| Employer contribution / active EE | $580 | $1,798-67.7% | $2,727-78.7% | $2,755-79.0% |
| Participant deferral / active EE | $1,335 | $3,110-57.1% | $4,519-70.5% | $4,296-68.9% |
| Admin fee / account holder | $3,245 | $4,980-34.9% | $6,149-47.2% | $6,918-53.1% |