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 | $51,845 | $755,339-93.1% | $379,746-86.3% | $158,922-67.4% |
| Participation rate | 60.0% | 81.8%-21.8pp | 78.4%-18.4pp | 82.0%-22.0pp |
| Annual return | 1.91% | 53.41%-51.5pp | 34.90%-33.0pp | 302.83%-300.9pp |
| Employer contribution / active EE | $2,418 | $4,685-48.4% | $3,540-31.7% | $4,761-49.2% |
| Participant deferral / active EE | $10,764 | $7,938+35.6% | $6,024+78.7% | $5,982+79.9% |
| Admin fee / account holder | $23,006 | $14,482+58.9% | $7,927+190.2% | $11,246+104.6% |