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 | $95,584 | $81,248+17.6% | $155,509-38.5% | $80,856+18.2% |
| Participation rate | 22.0% | 66.2%-44.2pp | 78.2%-56.2pp | 67.6%-45.6pp |
| Annual return | -2.31% | 33.31%-35.6pp | 64.67%-67.0pp | 35.59%-37.9pp |
| Employer contribution / active EE | $833 | $3,100-73.1% | $4,672-82.2% | $2,755-69.8% |
| Participant deferral / active EE | $2,332 | $3,452-32.4% | $5,626-58.6% | $4,296-45.7% |
| Admin fee / account holder | $12,556 | $7,997+57.0% | $15,912-21.1% | $6,918+81.5% |