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 | $92,147 | $61,605+49.6% | $112,229-17.9% | $75,163+22.6% |
| Participation rate | 44.0% | 61.7%-17.7pp | 72.4%-28.4pp | 67.2%-23.2pp |
| Annual return | 10.01% | 28.47%-18.5pp | 30.20%-20.2pp | 160.62%-150.6pp |
| Employer contribution / active EE | $517 | $2,015-74.3% | $3,430-84.9% | $2,670-80.6% |
| Participant deferral / active EE | $1,941 | $3,108-37.6% | $4,798-59.5% | $4,125-52.9% |
| Admin fee / account holder | $6,732 | $4,862+38.4% | $7,748-13.1% | $5,651+19.1% |