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 | $120,302 | $86,929+38.4% | $102,423+17.5% | $80,856+48.8% |
| Participation rate | 59.3% | 72.4%-13.1pp | 76.5%-17.2pp | 67.6%-8.4pp |
| Annual return | 7.68% | 18.88%-11.2pp | 29.32%-21.6pp | 35.59%-27.9pp |
| Employer contribution / active EE | $2,301 | $2,369-2.9% | $3,023-23.9% | $2,755-16.5% |
| Participant deferral / active EE | $5,858 | $4,118+42.2% | $5,053+15.9% | $4,296+36.4% |
| Admin fee / account holder | $67,310 | $8,049+736.3% | $9,451+612.2% | $6,918+873.0% |