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 | $96,511 | $81,248+18.8% | $155,509-37.9% | $80,856+19.4% |
| Participation rate | 41.4% | 66.2%-24.9pp | 78.2%-36.8pp | 67.6%-26.3pp |
| Annual return | 9.32% | 33.31%-24.0pp | 64.67%-55.3pp | 35.59%-26.3pp |
| Employer contribution / active EE | $1,024 | $3,100-67.0% | $4,672-78.1% | $2,755-62.8% |
| Participant deferral / active EE | $2,124 | $3,452-38.5% | $5,626-62.2% | $4,296-50.6% |
| Admin fee / account holder | $42,276 | $7,997+428.6% | $15,912+165.7% | $6,918+511.1% |