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 | $80,021 | $48,795+64.0% | $65,493+22.2% | $84,808-5.6% |
| Participation rate | 28.2% | 67.0%-38.8pp | 73.1%-44.9pp | 68.3%-40.1pp |
| Annual return | 8.32% | 20.20%-11.9pp | 982.45%-974.1pp | 40.90%-32.6pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,327 | $2,928-20.5% | $3,961-41.2% | $4,212-44.7% |
| Admin fee / account holder | $26,568 | $3,877+585.3% | $5,028+428.4% | $7,344+261.8% |