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 8-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 | $83,493 | $64,839+28.8% | $95,585-12.7% | $84,808-1.6% |
| Participation rate | 37.5% | 63.8%-26.3pp | 72.1%-34.6pp | 68.3%-30.8pp |
| Annual return | 11.23% | -670.96%+682.2pp | 38.56%-27.3pp | 40.90%-29.7pp |
| Employer contribution / active EE | $995 | $1,759-43.4% | $2,527-60.6% | $2,631-62.2% |
| Participant deferral / active EE | $2,385 | $2,965-19.6% | $4,023-40.7% | $4,212-43.4% |
| Admin fee / account holder | $583 | $5,964-90.2% | $6,127-90.5% | $7,344-92.1% |