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 5-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 | $133,513 | $85,022+57.0% | $70,515+89.3% | $139,434-4.2% |
| Participation rate | 50.0% | 73.9%-23.9pp | 68.3%-18.3pp | 80.3%-30.3pp |
| Annual return | 9.38% | 30.38%-21.0pp | 32.77%-23.4pp | 372.94%-363.6pp |
| Employer contribution / active EE | $3,300 | $3,909-15.6% | $2,973+11.0% | $4,751-30.5% |
| Participant deferral / active EE | $13,000 | $5,890+120.7% | $4,567+184.7% | $6,710+93.7% |
| Admin fee / account holder | $1,296 | $8,906-85.4% | $6,412-79.8% | $11,403-88.6% |