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 | $126,341 | $95,266+32.6% | $82,389+53.3% | $142,382-11.3% |
| Participation rate | 42.9% | 74.5%-31.6pp | 69.5%-26.7pp | 80.1%-37.3pp |
| Annual return | 7.85% | 25.74%-17.9pp | 28.67%-20.8pp | 217.08%-209.2pp |
| Employer contribution / active EE | $830 | $2,991-72.3% | $2,517-67.0% | $4,299-80.7% |
| Participant deferral / active EE | $1,117 | $4,809-76.8% | $4,155-73.1% | $6,507-82.8% |
| Admin fee / account holder | $169,320 | $8,563+1877.2% | $7,231+2241.7% | $12,624+1241.3% |