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 | $63,588 | $48,230+31.8% | $67,502-5.8% | $80,856-21.4% |
| Participation rate | 46.3% | 66.4%-20.0pp | 72.9%-26.5pp | 67.6%-21.3pp |
| Annual return | 10.02% | 18.28%-8.3pp | 3512.12%-3502.1pp | 35.59%-25.6pp |
| Employer contribution / active EE | $1,129 | $2,020-44.1% | $2,731-58.7% | $2,755-59.0% |
| Participant deferral / active EE | $1,311 | $2,924-55.1% | $4,000-67.2% | $4,296-69.5% |
| Admin fee / account holder | $10,025 | $3,681+172.3% | $3,998+150.8% | $6,918+44.9% |