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 | $101,080 | $65,561+54.2% | $86,188+17.3% | $75,163+34.5% |
| Participation rate | 45.0% | 60.5%-15.5pp | 69.0%-24.0pp | 67.2%-22.2pp |
| Annual return | 11.52% | 46.05%-34.5pp | 1168.45%-1156.9pp | 160.62%-149.1pp |
| Employer contribution / active EE | $1,006 | $1,553-35.2% | $2,380-57.7% | $2,670-62.3% |
| Participant deferral / active EE | $1,603 | $3,024-47.0% | $3,985-59.8% | $4,125-61.1% |
| Admin fee / account holder | $4,878 | $5,474-10.9% | $6,852-28.8% | $5,651-13.7% |