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 | $34,360 | $57,281-40.0% | $86,612-60.3% | $75,163-54.3% |
| Participation rate | 67.6% | 63.2%+4.4pp | 71.7%-4.1pp | 67.2%+0.4pp |
| Annual return | 10.28% | 2670.75%-2660.5pp | 591.07%-580.8pp | 160.62%-150.3pp |
| Employer contribution / active EE | $975 | $2,314-57.9% | $3,022-67.7% | $2,670-63.5% |
| Participant deferral / active EE | $2,610 | $3,318-21.3% | $4,438-41.2% | $4,125-36.7% |
| Admin fee / account holder | $1,162 | $4,112-71.7% | $5,614-79.3% | $5,651-79.4% |