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 | $83,339 | $48,076+73.3% | $78,689+5.9% | $62,891+32.5% |
| Participation rate | 63.9% | 65.2%-1.3pp | 73.6%-9.7pp | 69.3%-5.4pp |
| Annual return | 3.84% | 31.35%-27.5pp | 62.18%-58.3pp | 20.14%-16.3pp |
| Employer contribution / active EE | $438 | $2,015-78.3% | $2,851-84.6% | $2,281-80.8% |
| Participant deferral / active EE | $3,023 | $2,588+16.8% | $3,517-14.0% | $3,203-5.6% |
| Admin fee / account holder | $2,621 | $3,207-18.3% | $4,510-41.9% | $4,296-39.0% |