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 | $61,846 | $59,839+3.4% | $81,983-24.6% | $79,858-22.6% |
| Participation rate | 64.7% | 61.6%+3.1pp | 69.2%-4.5pp | 69.6%-4.9pp |
| Annual return | 8.33% | 17.56%-9.2pp | 41.31%-33.0pp | 31.71%-23.4pp |
| Employer contribution / active EE | $416 | $1,713-75.7% | $2,498-83.3% | $2,471-83.2% |
| Participant deferral / active EE | $2,514 | $2,695-6.7% | $3,722-32.5% | $3,740-32.8% |
| Admin fee / account holder | $34,230 | $4,287+698.4% | $5,664+504.4% | $5,306+545.1% |