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 | $90,130 | $76,552+17.7% | $123,892-27.3% | $62,891+43.3% |
| Participation rate | 62.1% | 73.0%-10.9pp | 81.4%-19.3pp | 69.3%-7.2pp |
| Annual return | 4.78% | 18.68%-13.9pp | 47.52%-42.7pp | 20.14%-15.4pp |
| Employer contribution / active EE | $2,022 | $2,883-29.8% | $4,617-56.2% | $2,281-11.3% |
| Participant deferral / active EE | $4,310 | $4,840-11.0% | $5,984-28.0% | $3,203+34.5% |
| Admin fee / account holder | $12,500 | $4,826+159.0% | $8,357+49.6% | $4,296+191.0% |