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 | $118,837 | $81,460+45.9% | $103,333+15.0% | $80,856+47.0% |
| Participation rate | 41.2% | 66.8%-25.7pp | 74.5%-33.3pp | 67.6%-26.5pp |
| Annual return | 8.53% | 25.55%-17.0pp | 24.88%-16.4pp | 35.59%-27.1pp |
| Employer contribution / active EE | $1,526 | $3,105-50.9% | $3,868-60.6% | $2,755-44.6% |
| Participant deferral / active EE | $1,987 | $3,869-48.6% | $5,057-60.7% | $4,296-53.7% |
| Admin fee / account holder | $3,816 | $6,566-41.9% | $8,355-54.3% | $6,918-44.8% |