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 | $52,356 | $34,308+52.6% | $74,701-29.9% | $72,985-28.3% |
| Participation rate | 59.0% | 42.4%+16.6pp | 54.5%+4.5pp | 69.5%-10.5pp |
| Annual return | 17.48% | 26.58%-9.1pp | 752.92%-735.4pp | 81.00%-63.5pp |
| Employer contribution / active EE | $962 | $692+39.0% | $1,084-11.3% | $2,440-60.6% |
| Participant deferral / active EE | $2,566 | $1,271+101.8% | $1,964+30.7% | $3,607-28.9% |
| Admin fee / account holder | $4,366 | $2,124+105.6% | $3,333+31.0% | $5,124-14.8% |