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 | $99,615 | $67,606+47.3% | $82,313+21.0% | $70,131+42.0% |
| Participation rate | 63.9% | 72.8%-8.9pp | 76.9%-13.0pp | 69.5%-5.7pp |
| Annual return | 11.65% | 21.57%-9.9pp | 25.88%-14.2pp | 73.14%-61.5pp |
| Employer contribution / active EE | $386 | $1,755-78.0% | $2,428-84.1% | $2,342-83.5% |
| Participant deferral / active EE | $2,485 | $2,987-16.8% | $3,706-33.0% | $3,332-25.4% |
| Admin fee / account holder | $12,188 | $4,512+170.1% | $5,608+117.3% | $4,645+162.4% |