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 | $97,484 | $76,552+27.3% | $123,892-21.3% | $62,891+55.0% |
| Participation rate | 53.8% | 73.0%-19.1pp | 81.4%-27.6pp | 69.3%-15.5pp |
| Annual return | 5.74% | 18.68%-12.9pp | 47.52%-41.8pp | 20.14%-14.4pp |
| Employer contribution / active EE | $1,776 | $2,883-38.4% | $4,617-61.5% | $2,281-22.1% |
| Participant deferral / active EE | $6,062 | $4,840+25.2% | $5,984+1.3% | $3,203+89.3% |
| Admin fee / account holder | $12,023 | $4,826+149.2% | $8,357+43.9% | $4,296+179.9% |