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 | $107,431 | $62,327+72.4% | $120,354-10.7% | $74,495+44.2% |
| Participation rate | 59.5% | 56.8%+2.7pp | 71.9%-12.4pp | 67.2%-7.7pp |
| Annual return | 9.08% | 18.61%-9.5pp | 107.15%-98.1pp | 1364.94%-1355.9pp |
| Employer contribution / active EE | $1,340 | $1,843-27.3% | $3,463-61.3% | $2,623-48.9% |
| Participant deferral / active EE | $2,764 | $2,893-4.5% | $4,991-44.6% | $4,346-36.4% |
| Admin fee / account holder | $8,014 | $2,396+234.5% | $9,423-15.0% | $1,942+312.7% |