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 | $83,363 | $65,561+27.2% | $86,188-3.3% | $75,163+10.9% |
| Participation rate | 28.4% | 60.5%-32.1pp | 69.0%-40.6pp | 67.2%-38.8pp |
| Annual return | 12.21% | 46.05%-33.8pp | 1168.45%-1156.2pp | 160.62%-148.4pp |
| Employer contribution / active EE | $727 | $1,553-53.2% | $2,380-69.5% | $2,670-72.8% |
| Participant deferral / active EE | $2,157 | $3,024-28.6% | $3,985-45.9% | $4,125-47.7% |
| Admin fee / account holder | $2,203 | $5,474-59.8% | $6,852-67.8% | $5,651-61.0% |