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 | $99,151 | $74,888+32.4% | $71,209+39.2% | $142,382-30.4% |
| Participation rate | 53.8% | 76.2%-22.4pp | 73.8%-19.9pp | 80.1%-26.3pp |
| Annual return | 11.46% | 345.14%-333.7pp | 282.51%-271.1pp | 217.08%-205.6pp |
| Employer contribution / active EE | $889 | $2,854-68.8% | $2,721-67.3% | $4,299-79.3% |
| Participant deferral / active EE | $3,817 | $4,454-14.3% | $4,175-8.6% | $6,507-41.3% |
| Admin fee / account holder | $8,034 | $5,568+44.3% | $5,349+50.2% | $12,624-36.4% |