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 9-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 | $82,881 | $86,929-4.7% | $102,423-19.1% | $80,856+2.5% |
| Participation rate | 42.9% | 72.4%-29.5pp | 76.5%-33.6pp | 67.6%-24.8pp |
| Annual return | 8.12% | 18.88%-10.8pp | 29.32%-21.2pp | 35.59%-27.5pp |
| Employer contribution / active EE | $1,305 | $2,369-44.9% | $3,023-56.8% | $2,755-52.6% |
| Participant deferral / active EE | $3,285 | $4,118-20.2% | $5,053-35.0% | $4,296-23.5% |
| Admin fee / account holder | $32,308 | $8,049+301.4% | $9,451+241.9% | $6,918+367.0% |