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 | $83,061 | $72,400+14.7% | $67,502+23.0% | $145,922-43.1% |
| Participation rate | 40.0% | 76.9%-36.9pp | 72.9%-32.9pp | 80.3%-40.3pp |
| Annual return | 8.72% | 7182.46%-7173.7pp | 3512.12%-3503.4pp | 561.29%-552.6pp |
| Employer contribution / active EE | $676 | $3,069-78.0% | $2,731-75.3% | $4,660-85.5% |
| Participant deferral / active EE | $1,110 | $4,783-76.8% | $4,000-72.3% | $6,688-83.4% |
| Admin fee / account holder | $7,762 | $5,539+40.1% | $3,998+94.2% | $13,397-42.1% |