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 | $35,866 | $201,272-82.2% | $184,203-80.5% | $145,922-75.4% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 5.73% | 29.00%-23.3pp | 28.81%-23.1pp | 561.29%-555.6pp |
| Employer contribution / active EE | $9,371 | $7,022+33.5% | $6,427+45.8% | $4,660+101.1% |
| Participant deferral / active EE | $19,023 | $9,806+94.0% | $9,131+108.3% | $6,688+184.4% |
| Admin fee / account holder | $22,442 | $16,364+37.1% | $13,901+61.4% | $13,397+67.5% |