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 | $100,562 | $71,050+41.5% | $93,606+7.4% | $80,856+24.4% |
| Participation rate | 44.4% | 60.4%-16.0pp | 68.7%-24.3pp | 67.6%-23.2pp |
| Annual return | 7.76% | 11.26%-3.5pp | 133.20%-125.4pp | 35.59%-27.8pp |
| Employer contribution / active EE | $424 | $1,564-72.9% | $2,420-82.5% | $2,755-84.6% |
| Participant deferral / active EE | $3,334 | $4,034-17.3% | $4,411-24.4% | $4,296-22.4% |
| Admin fee / account holder | $26,898 | $6,945+287.3% | $8,285+224.7% | $6,918+288.8% |