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 | $59,889 | $48,277+24.1% | $67,511-11.3% | $80,874-25.9% |
| Participation rate | 57.1% | 66.4%-9.2pp | 72.9%-15.7pp | 67.6%-10.5pp |
| Annual return | 9.38% | 18.27%-8.9pp | 3517.41%-3508.0pp | 35.62%-26.2pp |
| Employer contribution / active EE | $2,217 | $2,021+9.7% | $2,733-18.9% | $2,756-19.5% |
| Participant deferral / active EE | $3,879 | $2,926+32.6% | $4,000-3.0% | $4,297-9.7% |
| Admin fee / account holder | $4,781 | $3,687+29.7% | $3,999+19.6% | $6,935-31.1% |