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 | $102,541 | $83,369+23.0% | $105,223-2.5% | $67,986+50.8% |
| Participation rate | 41.7% | 56.3%-14.6pp | 75.0%-33.4pp | 57.2%-15.5pp |
| Annual return | 12.31% | 24.64%-12.3pp | 180.65%-168.3pp | 31.67%-19.4pp |
| Employer contribution / active EE | $1,038 | $2,541-59.2% | $3,689-71.9% | $2,019-48.6% |
| Participant deferral / active EE | $2,052 | $3,295-37.7% | $5,072-59.5% | $3,358-38.9% |
| Admin fee / account holder | $7,200 | $4,073+76.8% | $8,859-18.7% | $3,203+124.8% |