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 | $57,093 | $39,019+46.3% | $80,716-29.3% | $85,850-33.5% |
| Participation rate | 66.7% | 41.5%+25.1pp | 54.2%+12.5pp | 69.3%-2.6pp |
| Annual return | 9.86% | 26.27%-16.4pp | 87.28%-77.4pp | 318.53%-308.7pp |
| Employer contribution / active EE | $989 | $722+37.0% | $1,160-14.7% | $2,565-61.4% |
| Participant deferral / active EE | $2,006 | $1,326+51.3% | $2,146-6.5% | $3,952-49.2% |
| Admin fee / account holder | $1,380 | $2,431-43.2% | $3,380-59.2% | $6,260-78.0% |