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 | $69,559 | $48,795+42.6% | $65,493+6.2% | $84,808-18.0% |
| Participation rate | 54.8% | 67.0%-12.2pp | 73.1%-18.3pp | 68.3%-13.5pp |
| Annual return | 8.79% | 20.20%-11.4pp | 982.45%-973.7pp | 40.90%-32.1pp |
| Employer contribution / active EE | $667 | $1,930-65.4% | $2,574-74.1% | $2,631-74.6% |
| Participant deferral / active EE | $3,706 | $2,928+26.5% | $3,961-6.4% | $4,212-12.0% |
| Admin fee / account holder | $8,117 | $3,877+109.4% | $5,028+61.4% | $7,344+10.5% |