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 | $61,651 | $57,281+7.6% | $86,612-28.8% | $75,163-18.0% |
| Participation rate | 43.8% | 63.2%-19.4pp | 71.7%-27.9pp | 67.2%-23.4pp |
| Annual return | 9.65% | 2670.75%-2661.1pp | 591.07%-581.4pp | 160.62%-151.0pp |
| Employer contribution / active EE | $1,084 | $2,314-53.1% | $3,022-64.1% | $2,670-59.4% |
| Participant deferral / active EE | $1,781 | $3,318-46.3% | $4,438-59.9% | $4,125-56.8% |
| Admin fee / account holder | $3,089 | $4,112-24.9% | $5,614-45.0% | $5,651-45.3% |