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 | $100,669 | $71,516+40.8% | $98,439+2.3% | $71,457+40.9% |
| Participation rate | 52.3% | 72.7%-20.4pp | 75.2%-22.9pp | 67.9%-15.7pp |
| Annual return | -6.82% | 32.41%-39.2pp | 21.16%-28.0pp | 28.85%-35.7pp |
| Employer contribution / active EE | $849 | $2,399-64.6% | $3,048-72.2% | $2,588-67.2% |
| Participant deferral / active EE | $2,200 | $4,109-46.5% | $4,738-53.6% | $4,289-48.7% |
| Admin fee / account holder | $5,185 | $1,675+209.6% | $8,948-42.1% | $1,587+226.7% |