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 | $66,515 | $58,208+14.3% | $81,812-18.7% | $80,856-17.7% |
| Participation rate | 44.1% | 63.4%-19.3pp | 72.3%-28.3pp | 67.6%-23.6pp |
| Annual return | 9.87% | 41.66%-31.8pp | 773.79%-763.9pp | 35.59%-25.7pp |
| Employer contribution / active EE | $555 | $2,340-76.3% | $2,912-81.0% | $2,755-79.9% |
| Participant deferral / active EE | $1,831 | $3,281-44.2% | $4,319-57.6% | $4,296-57.4% |
| Admin fee / account holder | $7,495 | $4,981+50.5% | $7,386+1.5% | $6,918+8.3% |