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 | $96,002 | $56,114+71.1% | $96,139-0.1% | $85,850+11.8% |
| Participation rate | 29.6% | 56.7%-27.1pp | 68.4%-38.9pp | 69.3%-39.7pp |
| Annual return | 10.66% | 42.30%-31.6pp | 191.94%-181.3pp | 318.53%-307.9pp |
| Employer contribution / active EE | $1,048 | $1,620-35.3% | $2,797-62.5% | $2,565-59.1% |
| Participant deferral / active EE | $2,749 | $2,859-3.9% | $4,349-36.8% | $3,952-30.4% |
| Admin fee / account holder | $3,348 | $3,768-11.2% | $5,537-39.5% | $6,260-46.5% |