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 | $65,754 | $65,561+0.3% | $86,188-23.7% | $75,163-12.5% |
| Participation rate | 54.3% | 60.5%-6.2pp | 69.0%-14.7pp | 67.2%-12.9pp |
| Annual return | 12.58% | 46.05%-33.5pp | 1168.45%-1155.9pp | 160.62%-148.0pp |
| Employer contribution / active EE | $1,394 | $1,553-10.2% | $2,380-41.4% | $2,670-47.8% |
| Participant deferral / active EE | $3,946 | $3,024+30.5% | $3,985-1.0% | $4,125-4.4% |
| Admin fee / account holder | $2,264 | $5,474-58.6% | $6,852-67.0% | $5,651-59.9% |