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 | $188,397 | $109,881+71.5% | $150,045+25.6% | $84,808+122.1% |
| Participation rate | 62.8% | 76.1%-13.3pp | 82.3%-19.6pp | 68.3%-5.5pp |
| Annual return | 13.02% | 28.25%-15.2pp | 62.55%-49.5pp | 40.90%-27.9pp |
| Employer contribution / active EE | $2,364 | $3,561-33.6% | $4,693-49.6% | $2,631-10.2% |
| Participant deferral / active EE | $7,459 | $6,636+12.4% | $7,997-6.7% | $4,212+77.1% |
| Admin fee / account holder | $24,025 | $8,568+180.4% | $13,435+78.8% | $7,344+227.1% |