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 | $106,023 | $86,944+21.9% | $107,525-1.4% | $74,304+42.7% |
| Participation rate | 46.8% | 59.6%-12.8pp | 75.1%-28.3pp | 60.3%-13.6pp |
| Annual return | 12.02% | 23.52%-11.5pp | 181.32%-169.3pp | 29.43%-17.4pp |
| Employer contribution / active EE | $713 | $2,757-74.1% | $3,754-81.0% | $2,241-68.2% |
| Participant deferral / active EE | $2,281 | $3,554-35.8% | $5,116-55.4% | $3,767-39.5% |
| Admin fee / account holder | $13,103 | $3,727+251.6% | $8,919+46.9% | $2,969+341.4% |