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 | $89,490 | $71,050+26.0% | $93,606-4.4% | $80,856+10.7% |
| Participation rate | 62.2% | 60.4%+1.8pp | 68.7%-6.6pp | 67.6%-5.5pp |
| Annual return | 9.95% | 11.26%-1.3pp | 133.20%-123.2pp | 35.59%-25.6pp |
| Employer contribution / active EE | $818 | $1,564-47.7% | $2,420-66.2% | $2,755-70.3% |
| Participant deferral / active EE | $2,367 | $4,034-41.3% | $4,411-46.3% | $4,296-44.9% |
| Admin fee / account holder | $26,904 | $6,945+287.4% | $8,285+224.7% | $6,918+288.9% |