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 | $100,025 | $89,355+11.9% | $141,162-29.1% | $72,985+37.0% |
| Participation rate | 54.3% | 75.1%-20.8pp | 82.5%-28.2pp | 69.5%-15.2pp |
| Annual return | 17.75% | 111.85%-94.1pp | 71.39%-53.6pp | 81.00%-63.3pp |
| Employer contribution / active EE | $2,077 | $3,114-33.3% | $4,735-56.1% | $2,440-14.9% |
| Participant deferral / active EE | $5,642 | $5,418+4.1% | $6,709-15.9% | $3,607+56.4% |
| Admin fee / account holder | $4,752 | $5,958-20.2% | $10,261-53.7% | $5,124-7.3% |