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 | $148,114 | $80,968+82.9% | $96,544+53.4% | $75,163+97.1% |
| Participation rate | 60.3% | 71.8%-11.4pp | 76.0%-15.6pp | 67.2%-6.9pp |
| Annual return | 1.39% | 27.06%-25.7pp | 25.84%-24.4pp | 160.62%-159.2pp |
| Employer contribution / active EE | $868 | $2,282-61.9% | $2,965-70.7% | $2,670-67.5% |
| Participant deferral / active EE | $1,941 | $3,928-50.6% | $4,851-60.0% | $4,125-52.9% |
| Admin fee / account holder | $4,965 | $6,724-26.2% | $8,252-39.8% | $5,651-12.1% |