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 | $106,450 | $65,561+62.4% | $86,188+23.5% | $75,163+41.6% |
| Participation rate | 55.2% | 60.5%-5.3pp | 69.0%-13.8pp | 67.2%-12.0pp |
| Annual return | 7.72% | 46.05%-38.3pp | 1168.45%-1160.7pp | 160.62%-152.9pp |
| Employer contribution / active EE | $853 | $1,553-45.1% | $2,380-64.2% | $2,670-68.1% |
| Participant deferral / active EE | $2,156 | $3,024-28.7% | $3,985-45.9% | $4,125-47.7% |
| Admin fee / account holder | $3,807 | $5,474-30.5% | $6,852-44.4% | $5,651-32.6% |