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 | $97,013 | $84,696+14.5% | $75,696+28.2% | $167,490-42.1% |
| Participation rate | 45.5% | 77.8%-32.4pp | 74.8%-29.4pp | 82.1%-36.7pp |
| Annual return | 7.09% | 199.36%-192.3pp | 104.53%-97.4pp | 478.56%-471.5pp |
| Employer contribution / active EE | $1,502 | $3,230-53.5% | $2,743-45.3% | $4,837-69.0% |
| Participant deferral / active EE | $4,881 | $4,580+6.6% | $3,821+27.7% | $6,341-23.0% |
| Admin fee / account holder | $10,436 | $5,355+94.9% | $3,619+188.4% | $12,309-15.2% |