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 | $84,157 | $70,428+19.5% | $96,562-12.8% | $85,850-2.0% |
| Participation rate | 64.3% | 61.8%+2.5pp | 69.8%-5.5pp | 69.3%-5.0pp |
| Annual return | 9.43% | 18.59%-9.2pp | 37.78%-28.4pp | 318.53%-309.1pp |
| Employer contribution / active EE | $892 | $1,413-36.8% | $2,356-62.1% | $2,565-65.2% |
| Participant deferral / active EE | $1,944 | $2,894-32.8% | $3,849-49.5% | $3,952-50.8% |
| Admin fee / account holder | $2,213 | $4,997-55.7% | $6,181-64.2% | $6,260-64.7% |