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 | $130,639 | $65,561+99.3% | $86,188+51.6% | $75,163+73.8% |
| Participation rate | 42.3% | 60.5%-18.2pp | 69.0%-26.7pp | 67.2%-24.9pp |
| Annual return | 9.94% | 46.05%-36.1pp | 1168.45%-1158.5pp | 160.62%-150.7pp |
| Employer contribution / active EE | $1,968 | $1,553+26.7% | $2,380-17.3% | $2,670-26.3% |
| Participant deferral / active EE | $4,915 | $3,024+62.6% | $3,985+23.3% | $4,125+19.2% |
| Admin fee / account holder | $13,991 | $5,474+155.6% | $6,852+104.2% | $5,651+147.6% |