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 | $65,192 | $52,279+24.7% | $89,391-27.1% | $79,858-18.4% |
| Participation rate | 23.3% | 57.5%-34.3pp | 68.0%-44.7pp | 69.6%-46.4pp |
| Annual return | 6.33% | 22.16%-15.8pp | 245.62%-239.3pp | 31.71%-25.4pp |
| Employer contribution / active EE | $549 | $1,572-65.1% | $2,586-78.8% | $2,471-77.8% |
| Participant deferral / active EE | $1,728 | $2,740-36.9% | $3,890-55.6% | $3,740-53.8% |
| Admin fee / account holder | $5,023 | $3,356+49.7% | $4,881+2.9% | $5,306-5.3% |