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 | $85,408 | $57,281+49.1% | $86,612-1.4% | $75,163+13.6% |
| Participation rate | 61.8% | 63.2%-1.4pp | 71.7%-9.9pp | 67.2%-5.4pp |
| Annual return | 12.01% | 2670.75%-2658.7pp | 591.07%-579.1pp | 160.62%-148.6pp |
| Employer contribution / active EE | $1,318 | $2,314-43.1% | $3,022-56.4% | $2,670-50.6% |
| Participant deferral / active EE | $3,288 | $3,318-0.9% | $4,438-25.9% | $4,125-20.3% |
| Admin fee / account holder | $7,285 | $4,112+77.2% | $5,614+29.8% | $5,651+28.9% |