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 | $63,463 | $63,346+0.2% | $92,233-31.2% | $70,131-9.5% |
| Participation rate | 65.1% | 68.7%-3.6pp | 76.5%-11.4pp | 69.5%-4.4pp |
| Annual return | 10.27% | 530.12%-519.8pp | 176.28%-166.0pp | 73.14%-62.9pp |
| Employer contribution / active EE | $1,885 | $2,471-23.7% | $3,679-48.8% | $2,342-19.5% |
| Participant deferral / active EE | $4,172 | $2,854+46.2% | $3,897+7.1% | $3,332+25.2% |
| Admin fee / account holder | $2,024 | $3,840-47.3% | $5,194-61.0% | $4,645-56.4% |