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 | $108,748 | $58,208+86.8% | $81,812+32.9% | $80,856+34.5% |
| Participation rate | 49.3% | 63.4%-14.1pp | 72.3%-23.1pp | 67.6%-18.4pp |
| Annual return | 10.22% | 41.66%-31.4pp | 773.79%-763.6pp | 35.59%-25.4pp |
| Employer contribution / active EE | $1,680 | $2,340-28.2% | $2,912-42.3% | $2,755-39.0% |
| Participant deferral / active EE | $4,265 | $3,281+30.0% | $4,319-1.2% | $4,296-0.7% |
| Admin fee / account holder | $3,884 | $4,981-22.0% | $7,386-47.4% | $6,918-43.9% |