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 | $86,585 | $27,839+211.0% | $58,482+48.1% | $71,457+21.2% |
| Participation rate | 50.0% | 34.5%+15.5pp | 50.9%-0.9pp | 67.9%-17.9pp |
| Annual return | 13.02% | 26.81%-13.8pp | 4239.32%-4226.3pp | 28.85%-15.8pp |
| Employer contribution / active EE | $565 | $631-10.4% | $1,053-46.3% | $2,588-78.2% |
| Participant deferral / active EE | $2,049 | $1,206+69.9% | $1,924+6.5% | $4,289-52.2% |
| Admin fee / account holder | $7,042 | $1,641+329.2% | $2,516+179.9% | $1,587+343.6% |