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 | $97,838 | $148,978-34.3% | $200,582-51.2% | $84,808+15.4% |
| Participation rate | 40.0% | 84.2%-44.2pp | 86.9%-46.9pp | 68.3%-28.3pp |
| Annual return | 10.28% | 28.16%-17.9pp | 42.33%-32.1pp | 40.90%-30.6pp |
| Employer contribution / active EE | $2,839 | $4,815-41.0% | $6,419-55.8% | $2,631+7.9% |
| Participant deferral / active EE | $4,133 | $7,142-42.1% | $9,331-55.7% | $4,212-1.9% |
| Admin fee / account holder | $5,783 | $13,977-58.6% | $16,305-64.5% | $7,344-21.3% |