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 | $110,594 | $77,314+43.0% | $177,989-37.9% | $80,856+36.8% |
| Participation rate | 62.9% | 65.7%-2.8pp | 77.1%-14.2pp | 67.6%-4.8pp |
| Annual return | 9.73% | 18.09%-8.4pp | 294.48%-284.8pp | 35.59%-25.9pp |
| Employer contribution / active EE | $514 | $2,292-77.6% | $3,949-87.0% | $2,755-81.4% |
| Participant deferral / active EE | $3,614 | $4,411-18.1% | $6,276-42.4% | $4,296-15.9% |
| Admin fee / account holder | $3,783 | $7,191-47.4% | $10,363-63.5% | $6,918-45.3% |