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 | $120,177 | $52,380+129.4% | $98,755+21.7% | $85,850+40.0% |
| Participation rate | 55.9% | 58.0%-2.1pp | 65.7%-9.8pp | 69.3%-13.4pp |
| Annual return | 9.89% | 25.82%-15.9pp | 49.91%-40.0pp | 318.53%-308.6pp |
| Employer contribution / active EE | $1,089 | $1,337-18.5% | $2,067-47.3% | $2,565-57.5% |
| Participant deferral / active EE | $2,435 | $2,101+15.9% | $3,035-19.8% | $3,952-38.4% |
| Admin fee / account holder | $1,024 | $3,865-73.5% | $4,076-74.9% | $6,260-83.6% |