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 | $73,496 | $65,561+12.1% | $86,188-14.7% | $75,163-2.2% |
| Participation rate | 67.3% | 60.5%+6.9pp | 69.0%-1.6pp | 67.2%+0.2pp |
| Annual return | 12.21% | 46.05%-33.8pp | 1168.45%-1156.2pp | 160.62%-148.4pp |
| Employer contribution / active EE | $7,117 | $1,553+358.4% | $2,380+199.0% | $2,670+166.6% |
| Participant deferral / active EE | $0 | $3,024-100.0% | $3,985-100.0% | $4,125-100.0% |
| Admin fee / account holder | $3,383 | $5,474-38.2% | $6,852-50.6% | $5,651-40.1% |