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 | $47,633 | $29,660+60.6% | $56,411-15.6% | $80,856-41.1% |
| Participation rate | 50.0% | 41.6%+8.4pp | 52.5%-2.5pp | 67.6%-17.6pp |
| Annual return | 9.12% | 35.23%-26.1pp | 1701.33%-1692.2pp | 35.59%-26.5pp |
| Employer contribution / active EE | $577 | $669-13.9% | $1,039-44.5% | $2,755-79.1% |
| Participant deferral / active EE | $1,646 | $1,226+34.2% | $1,952-15.7% | $4,296-61.7% |
| Admin fee / account holder | $1,930 | $2,428-20.5% | $2,829-31.8% | $6,918-72.1% |