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 | $55,604 | $39,019+42.5% | $80,716-31.1% | $85,850-35.2% |
| Participation rate | 62.9% | 41.5%+21.3pp | 54.2%+8.7pp | 69.3%-6.5pp |
| Annual return | 4.56% | 26.27%-21.7pp | 87.28%-82.7pp | 318.53%-314.0pp |
| Employer contribution / active EE | $775 | $722+7.3% | $1,160-33.2% | $2,565-69.8% |
| Participant deferral / active EE | $820 | $1,326-38.2% | $2,146-61.8% | $3,952-79.3% |
| Admin fee / account holder | $4,961 | $2,431+104.1% | $3,380+46.8% | $6,260-20.8% |