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 | $120,394 | $99,985+20.4% | $146,665-17.9% | $85,850+40.2% |
| Participation rate | 60.0% | 73.1%-13.1pp | 80.1%-20.1pp | 69.3%-9.3pp |
| Annual return | 6.90% | 18.93%-12.0pp | 22.74%-15.8pp | 318.53%-311.6pp |
| Employer contribution / active EE | $1,646 | $2,559-35.7% | $4,136-60.2% | $2,565-35.8% |
| Participant deferral / active EE | $4,318 | $4,006+7.8% | $5,506-21.6% | $3,952+9.3% |
| Admin fee / account holder | $4,371 | $7,702-43.2% | $10,280-57.5% | $6,260-30.2% |