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 | $95,899 | $80,724+18.8% | $103,333-7.2% | $74,495+28.7% |
| Participation rate | 52.3% | 65.7%-13.4pp | 74.5%-22.2pp | 67.2%-14.9pp |
| Annual return | 8.72% | 27.56%-18.8pp | 24.88%-16.2pp | 1364.94%-1356.2pp |
| Employer contribution / active EE | $1,434 | $3,157-54.6% | $3,868-62.9% | $2,623-45.3% |
| Participant deferral / active EE | $4,474 | $3,860+15.9% | $5,057-11.5% | $4,346+3.0% |
| Admin fee / account holder | $4,320 | $2,368+82.4% | $8,355-48.3% | $1,942+122.5% |