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 | $97,380 | $86,929+12.0% | $102,423-4.9% | $80,856+20.4% |
| Participation rate | 36.8% | 72.4%-35.5pp | 76.5%-39.6pp | 67.6%-30.8pp |
| Annual return | 8.71% | 18.88%-10.2pp | 29.32%-20.6pp | 35.59%-26.9pp |
| Employer contribution / active EE | $924 | $2,369-61.0% | $3,023-69.4% | $2,755-66.4% |
| Participant deferral / active EE | $2,848 | $4,118-30.9% | $5,053-43.6% | $4,296-33.7% |
| Admin fee / account holder | $7,755 | $8,049-3.7% | $9,451-17.9% | $6,918+12.1% |