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 7-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 | $56,036 | $49,657+12.8% | $93,063-39.8% | $67,986-17.6% |
| Participation rate | 62.5% | 49.9%+12.6pp | 72.1%-9.6pp | 57.2%+5.3pp |
| Annual return | 13.57% | 26.27%-12.7pp | 34.15%-20.6pp | 31.67%-18.1pp |
| Employer contribution / active EE | $1,581 | $1,279+23.6% | $2,476-36.2% | $2,019-21.7% |
| Participant deferral / active EE | $3,087 | $2,484+24.3% | $3,958-22.0% | $3,358-8.1% |
| Admin fee / account holder | $6,689 | $2,843+135.3% | $6,033+10.9% | $3,203+108.8% |