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 | $127,269 | $64,348+97.8% | $90,160+41.2% | $70,131+81.5% |
| Participation rate | 59.3% | 70.4%-11.2pp | 76.9%-17.6pp | 69.5%-10.3pp |
| Annual return | 9.57% | 28.13%-18.6pp | 34.88%-25.3pp | 73.14%-63.6pp |
| Employer contribution / active EE | $994 | $2,046-51.4% | $3,318-70.0% | $2,342-57.6% |
| Participant deferral / active EE | $2,325 | $4,389-47.0% | $5,288-56.0% | $3,332-30.2% |
| Admin fee / account holder | $10,999 | $3,944+178.9% | $5,943+85.1% | $4,645+136.8% |