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 | $93,550 | $57,281+63.3% | $86,612+8.0% | $75,163+24.5% |
| Participation rate | 23.1% | 63.2%-40.1pp | 71.7%-48.6pp | 67.2%-44.1pp |
| Annual return | 10.13% | 2670.75%-2660.6pp | 591.07%-580.9pp | 160.62%-150.5pp |
| Employer contribution / active EE | $1,923 | $2,314-16.9% | $3,022-36.4% | $2,670-28.0% |
| Participant deferral / active EE | $3,567 | $3,318+7.5% | $4,438-19.6% | $4,125-13.5% |
| Admin fee / account holder | $2,288 | $4,112-44.4% | $5,614-59.2% | $5,651-59.5% |