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 | $103,703 | $99,652+4.1% | $78,778+31.6% | $147,584-29.7% |
| Participation rate | 66.7% | 76.2%-9.6pp | 69.2%-2.5pp | 82.8%-16.2pp |
| Annual return | 1.32% | 47.28%-46.0pp | 35.62%-34.3pp | 578.55%-577.2pp |
| Employer contribution / active EE | $781 | $2,796-72.1% | $1,986-60.7% | $4,876-84.0% |
| Participant deferral / active EE | $3,340 | $3,664-8.8% | $2,958+12.9% | $5,439-38.6% |
| Admin fee / account holder | $15,433 | $7,155+115.7% | $5,134+200.6% | $10,885+41.8% |