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 | $89,648 | $56,053+59.9% | $75,972+18.0% | $80,856+10.9% |
| Participation rate | 54.3% | 62.0%-7.7pp | 69.1%-14.7pp | 67.6%-13.3pp |
| Annual return | 10.10% | 20.53%-10.4pp | 359.55%-349.4pp | 35.59%-25.5pp |
| Employer contribution / active EE | $677 | $1,874-63.9% | $2,685-74.8% | $2,755-75.4% |
| Participant deferral / active EE | $3,469 | $3,052+13.7% | $4,255-18.5% | $4,296-19.3% |
| Admin fee / account holder | $26,122 | $5,234+399.1% | $6,467+304.0% | $6,918+277.6% |