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 | $110,012 | $81,460+35.1% | $103,333+6.5% | $80,856+36.1% |
| Participation rate | 42.2% | 66.8%-24.6pp | 74.5%-32.3pp | 67.6%-25.4pp |
| Annual return | 10.21% | 25.55%-15.3pp | 24.88%-14.7pp | 35.59%-25.4pp |
| Employer contribution / active EE | $966 | $3,105-68.9% | $3,868-75.0% | $2,755-64.9% |
| Participant deferral / active EE | $2,611 | $3,869-32.5% | $5,057-48.4% | $4,296-39.2% |
| Admin fee / account holder | $1,395 | $6,566-78.8% | $8,355-83.3% | $6,918-79.8% |