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 | $96,858 | $66,402+45.9% | $109,895-11.9% | $85,850+12.8% |
| Participation rate | 45.5% | 63.9%-18.4pp | 74.2%-28.8pp | 69.3%-23.9pp |
| Annual return | 7.58% | 19.59%-12.0pp | 29.45%-21.9pp | 318.53%-310.9pp |
| Employer contribution / active EE | $944 | $1,687-44.0% | $2,842-66.8% | $2,565-63.2% |
| Participant deferral / active EE | $2,283 | $2,842-19.7% | $4,048-43.6% | $3,952-42.2% |
| Admin fee / account holder | $7,970 | $4,557+74.9% | $6,066+31.4% | $6,260+27.3% |