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 3-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 | $145,405 | $80,968+79.6% | $96,544+50.6% | $75,163+93.5% |
| Participation rate | 61.5% | 71.8%-10.2pp | 76.0%-14.4pp | 67.2%-5.7pp |
| Annual return | 10.33% | 27.06%-16.7pp | 25.84%-15.5pp | 160.62%-150.3pp |
| Employer contribution / active EE | $985 | $2,282-56.8% | $2,965-66.8% | $2,670-63.1% |
| Participant deferral / active EE | $5,566 | $3,928+41.7% | $4,851+14.7% | $4,125+34.9% |
| Admin fee / account holder | $5,412 | $6,724-19.5% | $8,252-34.4% | $5,651-4.2% |