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 | $109,934 | $48,046+128.8% | $84,611+29.9% | $72,985+50.6% |
| Participation rate | 25.5% | 57.6%-32.1pp | 68.2%-42.8pp | 69.5%-44.0pp |
| Annual return | 14.98% | 37.38%-22.4pp | 258.74%-243.8pp | 81.00%-66.0pp |
| Employer contribution / active EE | $346 | $1,602-78.4% | $2,652-86.9% | $2,440-85.8% |
| Participant deferral / active EE | $1,561 | $2,680-41.8% | $3,899-60.0% | $3,607-56.7% |
| Admin fee / account holder | $4,600 | $3,395+35.5% | $4,912-6.4% | $5,124-10.2% |