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 | $119,002 | $70,428+69.0% | $96,562+23.2% | $85,850+38.6% |
| Participation rate | 65.8% | 61.8%+4.0pp | 69.8%-4.0pp | 69.3%-3.5pp |
| Annual return | 8.30% | 18.59%-10.3pp | 37.78%-29.5pp | 318.53%-310.2pp |
| Employer contribution / active EE | $589 | $1,413-58.3% | $2,356-75.0% | $2,565-77.1% |
| Participant deferral / active EE | $1,320 | $2,894-54.4% | $3,849-65.7% | $3,952-66.6% |
| Admin fee / account holder | $17,197 | $4,997+244.2% | $6,181+178.2% | $6,260+174.7% |