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 | $103,268 | $70,250+47.0% | $386,318-73.3% | $116,875-11.6% |
| Participation rate | 30.8% | 68.3%-37.5pp | 67.7%-36.9pp | 74.5%-43.8pp |
| Annual return | 9.10% | 17.57%-8.5pp | -2.64%+11.7pp | 16.29%-7.2pp |
| Employer contribution / active EE | $819 | $2,512-67.4% | $4,025-79.6% | $3,288-75.1% |
| Participant deferral / active EE | $1,730 | $3,180-45.6% | $3,524-50.9% | $3,885-55.5% |
| Admin fee / account holder | $3,075 | $7,267-57.7% | $16,179-81.0% | $12,263-74.9% |