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 | $87,749 | $91,760-4.4% | $156,181-43.8% | $67,986+29.1% |
| Participation rate | 52.3% | 65.0%-12.8pp | 78.8%-26.6pp | 57.2%-5.0pp |
| Annual return | 11.39% | 18.14%-6.7pp | 64.87%-53.5pp | 31.67%-20.3pp |
| Employer contribution / active EE | $1,263 | $2,419-47.8% | $4,294-70.6% | $2,019-37.4% |
| Participant deferral / active EE | $2,102 | $3,960-46.9% | $6,132-65.7% | $3,358-37.4% |
| Admin fee / account holder | $22,219 | $3,949+462.7% | $14,586+52.3% | $3,203+593.7% |