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 | $52,082 | $31,310+66.3% | $53,898-3.4% | $74,304-29.9% |
| Participation rate | 47.0% | 30.7%+16.3pp | 55.0%-7.9pp | 60.3%-13.3pp |
| Annual return | 11.51% | 23.16%-11.6pp | 528.60%-517.1pp | 29.43%-17.9pp |
| Employer contribution / active EE | $301 | $450-33.2% | $932-67.8% | $2,241-86.6% |
| Participant deferral / active EE | $1,530 | $934+63.8% | $1,826-16.2% | $3,767-59.4% |
| Admin fee / account holder | $2,749 | $2,175+26.3% | $2,491+10.3% | $2,969-7.4% |