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 | $112,572 | $95,762+17.6% | $379,746-70.4% | $79,858+41.0% |
| Participation rate | 57.1% | 74.0%-16.8pp | 78.4%-21.3pp | 69.6%-12.5pp |
| Annual return | 7.24% | 18.26%-11.0pp | 34.90%-27.7pp | 31.71%-24.5pp |
| Employer contribution / active EE | $767 | $2,695-71.5% | $3,540-78.3% | $2,471-69.0% |
| Participant deferral / active EE | $2,591 | $4,705-44.9% | $6,024-57.0% | $3,740-30.7% |
| Admin fee / account holder | $989 | $6,745-85.3% | $7,927-87.5% | $5,306-81.4% |