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 | $73,180 | $56,053+30.6% | $75,972-3.7% | $80,856-9.5% |
| Participation rate | 46.4% | 62.0%-15.6pp | 69.1%-22.6pp | 67.6%-21.2pp |
| Annual return | 8.85% | 20.53%-11.7pp | 359.55%-350.7pp | 35.59%-26.7pp |
| Employer contribution / active EE | $617 | $1,874-67.1% | $2,685-77.0% | $2,755-77.6% |
| Participant deferral / active EE | $1,809 | $3,052-40.7% | $4,255-57.5% | $4,296-57.9% |
| Admin fee / account holder | $9,988 | $5,234+90.9% | $6,467+54.5% | $6,918+44.4% |