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 | $96,460 | $106,749-9.6% | $145,433-33.7% | $82,448+17.0% |
| Participation rate | 27.8% | 75.6%-47.9pp | 82.1%-54.3pp | 68.1%-40.3pp |
| Annual return | 13.29% | 27.59%-14.3pp | 66.58%-53.3pp | 41.64%-28.3pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,555 | $6,519-30.1% | $7,897-42.3% | $4,139+10.1% |
| Admin fee / account holder | $3,666 | $8,390-56.3% | $13,129-72.1% | $7,234-49.3% |