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 | $51,089 | $27,915+83.0% | $58,482-12.6% | $75,163-32.0% |
| Participation rate | 65.2% | 38.8%+26.4pp | 50.9%+14.4pp | 67.2%-2.0pp |
| Annual return | 10.62% | 44.20%-33.6pp | 4239.32%-4228.7pp | 160.62%-150.0pp |
| Employer contribution / active EE | $1,264 | $669+88.9% | $1,053+20.0% | $2,670-52.7% |
| Participant deferral / active EE | $2,469 | $1,201+105.5% | $1,924+28.3% | $4,125-40.1% |
| Admin fee / account holder | $870 | $1,726-49.6% | $2,516-65.4% | $5,651-84.6% |