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 | $105,840 | $81,248+30.3% | $155,509-31.9% | $80,856+30.9% |
| Participation rate | 37.8% | 66.2%-28.4pp | 78.2%-40.3pp | 67.6%-29.8pp |
| Annual return | 9.68% | 33.31%-23.6pp | 64.67%-55.0pp | 35.59%-25.9pp |
| Employer contribution / active EE | $564 | $3,100-81.8% | $4,672-87.9% | $2,755-79.5% |
| Participant deferral / active EE | $3,582 | $3,452+3.8% | $5,626-36.3% | $4,296-16.6% |
| Admin fee / account holder | $42,139 | $7,997+426.9% | $15,912+164.8% | $6,918+509.1% |