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 | $90,537 | $65,365+38.5% | $92,893-2.5% | $72,985+24.1% |
| Participation rate | 65.3% | 68.3%-3.0pp | 76.0%-10.7pp | 69.5%-4.2pp |
| Annual return | 3.58% | 42.10%-38.5pp | 109.41%-105.8pp | 81.00%-77.4pp |
| Employer contribution / active EE | $648 | $2,594-75.0% | $3,653-82.3% | $2,440-73.5% |
| Participant deferral / active EE | $1,688 | $3,128-46.0% | $4,236-60.1% | $3,607-53.2% |
| Admin fee / account holder | $2,651 | $4,251-37.6% | $5,794-54.2% | $5,124-48.3% |