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 | $35,123 | $25,014+40.4% | $69,701-49.6% | $80,874-56.6% |
| Participation rate | 31.6% | 64.2%-32.6pp | 66.4%-34.8pp | 67.6%-36.0pp |
| Annual return | 9.22% | 19.07%-9.9pp | 100.32%-91.1pp | 35.62%-26.4pp |
| Employer contribution / active EE | $652 | $993-34.3% | $1,713-61.9% | $2,756-76.3% |
| Participant deferral / active EE | $1,382 | $1,839-24.8% | $2,887-52.1% | $4,297-67.8% |
| Admin fee / account holder | $5,671 | $2,488+127.9% | $4,717+20.2% | $6,935-18.2% |