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 | $93,357 | $65,409+42.7% | $98,442-5.2% | $85,850+8.7% |
| Participation rate | 55.9% | 65.0%-9.1pp | 73.3%-17.5pp | 69.3%-13.4pp |
| Annual return | 9.61% | 21.76%-12.1pp | 1492.73%-1483.1pp | 318.53%-308.9pp |
| Employer contribution / active EE | $1,245 | $2,168-42.5% | $2,960-57.9% | $2,565-51.4% |
| Participant deferral / active EE | $3,401 | $3,166+7.4% | $4,276-20.5% | $3,952-13.9% |
| Admin fee / account holder | $4,099 | $4,593-10.7% | $5,949-31.1% | $6,260-34.5% |