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 | $82,178 | $57,281+43.5% | $86,612-5.1% | $75,163+9.3% |
| Participation rate | 67.6% | 63.2%+4.4pp | 71.7%-4.0pp | 67.2%+0.5pp |
| Annual return | 1.29% | 2670.75%-2669.5pp | 591.07%-589.8pp | 160.62%-159.3pp |
| Employer contribution / active EE | $575 | $2,314-75.1% | $3,022-81.0% | $2,670-78.4% |
| Participant deferral / active EE | $4,123 | $3,318+24.3% | $4,438-7.1% | $4,125-0.1% |
| Admin fee / account holder | $1,472 | $4,112-64.2% | $5,614-73.8% | $5,651-73.9% |