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 | $173,742 | $95,762+81.4% | $379,746-54.2% | $79,858+117.6% |
| Participation rate | 58.1% | 74.0%-15.8pp | 78.4%-20.3pp | 69.6%-11.5pp |
| Annual return | 9.15% | 18.26%-9.1pp | 34.90%-25.8pp | 31.71%-22.6pp |
| Employer contribution / active EE | $776 | $2,695-71.2% | $3,540-78.1% | $2,471-68.6% |
| Participant deferral / active EE | $9,942 | $4,705+111.3% | $6,024+65.0% | $3,740+165.8% |
| Admin fee / account holder | $27,890 | $6,745+313.5% | $7,927+251.9% | $5,306+425.6% |