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 | $101,758 | $78,422+29.8% | $95,952+6.1% | $79,858+27.4% |
| Participation rate | 40.0% | 73.5%-33.5pp | 77.1%-37.1pp | 69.6%-29.6pp |
| Annual return | 7.31% | 19.37%-12.1pp | 91.61%-84.3pp | 31.71%-24.4pp |
| Employer contribution / active EE | $917 | $1,945-52.8% | $2,541-63.9% | $2,471-62.9% |
| Participant deferral / active EE | $3,309 | $3,440-3.8% | $4,167-20.6% | $3,740-11.5% |
| Admin fee / account holder | $36,075 | $5,622+541.7% | $6,795+430.9% | $5,306+579.9% |