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 | $109,025 | $29,660+267.6% | $56,411+93.3% | $80,856+34.8% |
| Participation rate | 29.6% | 41.6%-12.0pp | 52.5%-22.8pp | 67.6%-38.0pp |
| Annual return | 9.45% | 35.23%-25.8pp | 1701.33%-1691.9pp | 35.59%-26.1pp |
| Employer contribution / active EE | $735 | $669+9.8% | $1,039-29.2% | $2,755-73.3% |
| Participant deferral / active EE | $2,860 | $1,226+133.3% | $1,952+46.5% | $4,296-33.4% |
| Admin fee / account holder | $386 | $2,428-84.1% | $2,829-86.4% | $6,918-94.4% |