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 | $67,023 | $56,110+19.5% | $94,993-29.4% | $70,131-4.4% |
| Participation rate | 65.9% | 65.0%+0.9pp | 73.9%-8.0pp | 69.5%-3.7pp |
| Annual return | 8.32% | 51.02%-42.7pp | 27.12%-18.8pp | 73.14%-64.8pp |
| Employer contribution / active EE | $2,094 | $1,442+45.2% | $2,603-19.6% | $2,342-10.6% |
| Participant deferral / active EE | $2,958 | $2,391+23.7% | $3,317-10.8% | $3,332-11.2% |
| Admin fee / account holder | $13,989 | $3,456+304.7% | $4,960+182.0% | $4,645+201.1% |