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 | $49,166 | $30,400+61.7% | $53,898-8.8% | $84,808-42.0% |
| Participation rate | 56.1% | 46.4%+9.6pp | 55.0%+1.1pp | 68.3%-12.3pp |
| Annual return | 13.93% | 500.19%-486.3pp | 528.60%-514.7pp | 40.90%-27.0pp |
| Employer contribution / active EE | $1,000 | $603+65.9% | $932+7.3% | $2,631-62.0% |
| Participant deferral / active EE | $1,696 | $1,199+41.5% | $1,826-7.1% | $4,212-59.7% |
| Admin fee / account holder | $3,508 | $1,993+76.0% | $2,491+40.8% | $7,344-52.2% |