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 | $88,188 | $60,022+46.9% | $88,946-0.9% | $84,808+4.0% |
| Participation rate | 52.9% | 57.8%-4.9pp | 68.8%-15.9pp | 68.3%-15.4pp |
| Annual return | 10.24% | 22.43%-12.2pp | 57.82%-47.6pp | 40.90%-30.7pp |
| Employer contribution / active EE | $475 | $1,703-72.1% | $2,555-81.4% | $2,631-81.9% |
| Participant deferral / active EE | $3,433 | $3,114+10.3% | $4,581-25.1% | $4,212-18.5% |
| Admin fee / account holder | $1,641 | $4,811-65.9% | $8,261-80.1% | $7,344-77.7% |