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 | $99,544 | $68,573+45.2% | $120,368-17.3% | $80,874+23.1% |
| Participation rate | 29.5% | 61.6%-32.0pp | 71.9%-42.4pp | 67.6%-38.1pp |
| Annual return | 8.72% | 23.61%-14.9pp | 107.26%-98.5pp | 35.62%-26.9pp |
| Employer contribution / active EE | $644 | $2,052-68.6% | $3,465-81.4% | $2,756-76.6% |
| Participant deferral / active EE | $1,684 | $3,174-47.0% | $4,991-66.3% | $4,297-60.8% |
| Admin fee / account holder | $7,677 | $5,734+33.9% | $9,429-18.6% | $6,935+10.7% |