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 | $81,144 | $70,428+15.2% | $96,562-16.0% | $85,850-5.5% |
| Participation rate | 55.6% | 61.8%-6.3pp | 69.8%-14.3pp | 69.3%-13.8pp |
| Annual return | 8.77% | 18.59%-9.8pp | 37.78%-29.0pp | 318.53%-309.8pp |
| Employer contribution / active EE | $305 | $1,413-78.4% | $2,356-87.1% | $2,565-88.1% |
| Participant deferral / active EE | $1,493 | $2,894-48.4% | $3,849-61.2% | $3,952-62.2% |
| Admin fee / account holder | $9,132 | $4,997+82.8% | $6,181+47.7% | $6,260+45.9% |