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 | $102,456 | $65,561+56.3% | $86,188+18.9% | $75,163+36.3% |
| Participation rate | 43.5% | 60.5%-16.9pp | 69.0%-25.4pp | 67.2%-23.6pp |
| Annual return | 8.74% | 46.05%-37.3pp | 1168.45%-1159.7pp | 160.62%-151.9pp |
| Employer contribution / active EE | $477 | $1,553-69.3% | $2,380-80.0% | $2,670-82.1% |
| Participant deferral / active EE | $2,072 | $3,024-31.5% | $3,985-48.0% | $4,125-49.8% |
| Admin fee / account holder | $3,543 | $5,474-35.3% | $6,852-48.3% | $5,651-37.3% |