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 | $111,969 | $65,703+70.4% | $94,224+18.8% | $59,632+87.8% |
| Participation rate | 68.9% | 72.1%-3.2pp | 78.8%-9.9pp | 68.7%+0.2pp |
| Annual return | -3.86% | 5.22%-9.1pp | 10.68%-14.5pp | 2041.28%-2045.1pp |
| Employer contribution / active EE | $1,923 | $2,021-4.8% | $3,587-46.4% | $2,203-12.7% |
| Participant deferral / active EE | $3,676 | $3,143+17.0% | $4,320-14.9% | $3,192+15.2% |
| Admin fee / account holder | $2,405 | $4,264-43.6% | $6,269-61.6% | $4,297-44.0% |