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 | $78,550 | $57,828+35.8% | $117,039-32.9% | $70,131+12.0% |
| Participation rate | 60.6% | 67.1%-6.5pp | 77.2%-16.6pp | 69.5%-8.9pp |
| Annual return | 6.70% | 17.55%-10.8pp | 18.95%-12.2pp | 73.14%-66.4pp |
| Employer contribution / active EE | $1,394 | $1,816-23.2% | $3,785-63.2% | $2,342-40.5% |
| Participant deferral / active EE | $3,750 | $2,438+53.9% | $3,929-4.6% | $3,332+12.6% |
| Admin fee / account holder | $8,865 | $3,548+149.8% | $5,974+48.4% | $4,645+90.8% |