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 | $104,809 | $65,561+59.9% | $86,188+21.6% | $75,163+39.4% |
| Participation rate | 50.0% | 60.5%-10.5pp | 69.0%-19.0pp | 67.2%-17.2pp |
| Annual return | 9.07% | 46.05%-37.0pp | 1168.45%-1159.4pp | 160.62%-151.5pp |
| Employer contribution / active EE | $624 | $1,553-59.8% | $2,380-73.8% | $2,670-76.6% |
| Participant deferral / active EE | $4,717 | $3,024+56.0% | $3,985+18.4% | $4,125+14.3% |
| Admin fee / account holder | $8,151 | $5,474+48.9% | $6,852+19.0% | $5,651+44.2% |