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 | $99,431 | $57,281+73.6% | $86,612+14.8% | $75,163+32.3% |
| Participation rate | 54.4% | 63.2%-8.8pp | 71.7%-17.3pp | 67.2%-12.8pp |
| Annual return | 11.34% | 2670.75%-2659.4pp | 591.07%-579.7pp | 160.62%-149.3pp |
| Employer contribution / active EE | $1,969 | $2,314-14.9% | $3,022-34.8% | $2,670-26.2% |
| Participant deferral / active EE | $4,058 | $3,318+22.3% | $4,438-8.6% | $4,125-1.6% |
| Admin fee / account holder | $4,301 | $4,112+4.6% | $5,614-23.4% | $5,651-23.9% |