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 | $43,740 | $29,660+47.5% | $56,411-22.5% | $80,856-45.9% |
| Participation rate | 50.0% | 41.6%+8.4pp | 52.5%-2.5pp | 67.6%-17.6pp |
| Annual return | 10.48% | 35.23%-24.7pp | 1701.33%-1690.8pp | 35.59%-25.1pp |
| Employer contribution / active EE | $862 | $669+28.7% | $1,039-17.1% | $2,755-68.7% |
| Participant deferral / active EE | $1,769 | $1,226+44.3% | $1,952-9.4% | $4,296-58.8% |
| Admin fee / account holder | $1,231 | $2,428-49.3% | $2,829-56.5% | $6,918-82.2% |