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 | $93,399 | $67,894+37.6% | $89,340+4.5% | $82,448+13.3% |
| Participation rate | 22.7% | 64.0%-41.3pp | 69.6%-46.8pp | 68.1%-45.3pp |
| Annual return | 7.71% | 19.21%-11.5pp | 20.57%-12.9pp | 41.64%-33.9pp |
| Employer contribution / active EE | $602 | $1,828-67.0% | $2,231-73.0% | $2,551-76.4% |
| Participant deferral / active EE | $2,797 | $3,072-9.0% | $3,823-26.8% | $4,139-32.4% |
| Admin fee / account holder | $28,855 | $5,723+404.2% | $6,704+330.4% | $7,234+298.9% |