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 | $96,838 | $86,929+11.4% | $102,423-5.5% | $80,856+19.8% |
| Participation rate | 59.2% | 72.4%-13.2pp | 76.5%-17.3pp | 67.6%-8.5pp |
| Annual return | 10.15% | 18.88%-8.7pp | 29.32%-19.2pp | 35.59%-25.4pp |
| Employer contribution / active EE | $801 | $2,369-66.2% | $3,023-73.5% | $2,755-70.9% |
| Participant deferral / active EE | $2,539 | $4,118-38.3% | $5,053-49.7% | $4,296-40.9% |
| Admin fee / account holder | $11,742 | $8,049+45.9% | $9,451+24.2% | $6,918+69.7% |