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 | $104,678 | $81,248+28.8% | $155,509-32.7% | $80,856+29.5% |
| Participation rate | 50.0% | 66.2%-16.2pp | 78.2%-28.2pp | 67.6%-17.6pp |
| Annual return | 6.01% | 33.31%-27.3pp | 64.67%-58.7pp | 35.59%-29.6pp |
| Employer contribution / active EE | $796 | $3,100-74.3% | $4,672-83.0% | $2,755-71.1% |
| Participant deferral / active EE | $1,690 | $3,452-51.0% | $5,626-70.0% | $4,296-60.7% |
| Admin fee / account holder | $35,659 | $7,997+345.9% | $15,912+124.1% | $6,918+415.5% |