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 | $68,251 | $55,706+22.5% | $75,886-10.1% | $72,985-6.5% |
| Participation rate | 61.5% | 61.1%+0.4pp | 69.3%-7.7pp | 69.5%-7.9pp |
| Annual return | 0.67% | 27.59%-26.9pp | 30.76%-30.1pp | 81.00%-80.3pp |
| Employer contribution / active EE | $331 | $1,687-80.4% | $2,500-86.8% | $2,440-86.5% |
| Participant deferral / active EE | $2,926 | $2,634+11.1% | $3,603-18.8% | $3,607-18.9% |
| Admin fee / account holder | $40,068 | $3,978+907.2% | $5,418+639.5% | $5,124+681.9% |