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 | $55,854 | $44,960+24.2% | $84,966-34.3% | $74,495-25.0% |
| Participation rate | 50.8% | 49.4%+1.4pp | 67.5%-16.7pp | 67.2%-16.4pp |
| Annual return | 9.89% | 26.24%-16.4pp | 66.38%-56.5pp | 1364.94%-1355.1pp |
| Employer contribution / active EE | $862 | $1,457-40.9% | $2,727-68.4% | $2,623-67.2% |
| Participant deferral / active EE | $1,963 | $2,731-28.1% | $4,519-56.6% | $4,346-54.8% |
| Admin fee / account holder | $4,434 | $2,209+100.7% | $6,149-27.9% | $1,942+128.4% |