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 4-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 | $201,333 | $117,983+70.6% | $101,794+97.8% | $142,382+41.4% |
| Participation rate | 30.0% | 74.2%-44.2pp | 69.2%-39.2pp | 80.1%-50.1pp |
| Annual return | 8.23% | 36.92%-28.7pp | 30.53%-22.3pp | 217.08%-208.8pp |
| Employer contribution / active EE | $760 | $2,773-72.6% | $2,289-66.8% | $4,299-82.3% |
| Participant deferral / active EE | $1,519 | $4,714-67.8% | $4,084-62.8% | $6,507-76.7% |
| Admin fee / account holder | $1,437 | $10,433-86.2% | $8,777-83.6% | $12,624-88.6% |