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 | $80,703 | $57,281+40.9% | $86,612-6.8% | $75,163+7.4% |
| Participation rate | 31.3% | 63.2%-31.9pp | 71.7%-40.4pp | 67.2%-35.9pp |
| Annual return | 11.43% | 2670.75%-2659.3pp | 591.07%-579.6pp | 160.62%-149.2pp |
| Employer contribution / active EE | $346 | $2,314-85.0% | $3,022-88.5% | $2,670-87.0% |
| Participant deferral / active EE | $1,225 | $3,318-63.1% | $4,438-72.4% | $4,125-70.3% |
| Admin fee / account holder | $1,742 | $4,112-57.6% | $5,614-69.0% | $5,651-69.2% |