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 | $84,043 | $65,561+28.2% | $86,188-2.5% | $75,163+11.8% |
| Participation rate | 67.5% | 60.5%+7.0pp | 69.0%-1.5pp | 67.2%+0.3pp |
| Annual return | 12.56% | 46.05%-33.5pp | 1168.45%-1155.9pp | 160.62%-148.1pp |
| Employer contribution / active EE | $759 | $1,553-51.1% | $2,380-68.1% | $2,670-71.6% |
| Participant deferral / active EE | $4,124 | $3,024+36.4% | $3,985+3.5% | $4,1250% |
| Admin fee / account holder | $1,719 | $5,474-68.6% | $6,852-74.9% | $5,651-69.6% |