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 | $111,129 | $81,248+36.8% | $155,509-28.5% | $80,856+37.4% |
| Participation rate | 31.9% | 66.2%-34.3pp | 78.2%-46.3pp | 67.6%-35.7pp |
| Annual return | 8.79% | 33.31%-24.5pp | 64.67%-55.9pp | 35.59%-26.8pp |
| Employer contribution / active EE | $976 | $3,100-68.5% | $4,672-79.1% | $2,755-64.6% |
| Participant deferral / active EE | $2,164 | $3,452-37.3% | $5,626-61.5% | $4,296-49.6% |
| Admin fee / account holder | $1,837 | $7,997-77.0% | $15,912-88.5% | $6,918-73.4% |