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 | $179,432 | $96,635+85.7% | $86,612+107.2% | $139,434+28.7% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 10.08% | 106.41%-96.3pp | 591.07%-581.0pp | 372.94%-362.9pp |
| Employer contribution / active EE | $375 | $3,263-88.5% | $3,022-87.6% | $4,751-92.1% |
| Participant deferral / active EE | $1,595 | $4,836-67.0% | $4,438-64.1% | $6,710-76.2% |
| Admin fee / account holder | $2,025 | $6,408-68.4% | $5,614-63.9% | $11,403-82.2% |