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 | $86,706 | $65,561+32.3% | $86,188+0.6% | $75,163+15.4% |
| Participation rate | 51.6% | 60.5%-8.9pp | 69.0%-17.3pp | 67.2%-15.6pp |
| Annual return | 10.06% | 46.05%-36.0pp | 1168.45%-1158.4pp | 160.62%-150.6pp |
| Employer contribution / active EE | $1,984 | $1,553+27.8% | $2,380-16.6% | $2,670-25.7% |
| Participant deferral / active EE | $4,890 | $3,024+61.7% | $3,985+22.7% | $4,125+18.5% |
| Admin fee / account holder | $3,549 | $5,474-35.2% | $6,852-48.2% | $5,651-37.2% |