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 | $81,809 | $57,651+41.9% | $112,229-27.1% | $71,457+14.5% |
| Participation rate | 25.2% | 58.9%-33.8pp | 72.4%-47.3pp | 67.9%-42.7pp |
| Annual return | 8.13% | 18.32%-10.2pp | 30.20%-22.1pp | 28.85%-20.7pp |
| Employer contribution / active EE | $606 | $1,913-68.3% | $3,430-82.3% | $2,588-76.6% |
| Participant deferral / active EE | $1,069 | $2,863-62.7% | $4,798-77.7% | $4,289-75.1% |
| Admin fee / account holder | $2,129 | $1,581+34.6% | $7,748-72.5% | $1,587+34.1% |