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 | $108,696 | $74,927+45.1% | $101,794+6.8% | $84,808+28.2% |
| Participation rate | 49.3% | 61.4%-12.1pp | 69.2%-19.9pp | 68.3%-19.0pp |
| Annual return | 11.47% | 18.70%-7.2pp | 30.53%-19.1pp | 40.90%-29.4pp |
| Employer contribution / active EE | $482 | $1,522-68.3% | $2,289-78.9% | $2,631-81.7% |
| Participant deferral / active EE | $3,671 | $3,099+18.4% | $4,084-10.1% | $4,212-12.8% |
| Admin fee / account holder | $5,864 | $6,514-10.0% | $8,777-33.2% | $7,344-20.1% |