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 | $120,136 | $73,787+62.8% | $98,716+21.7% | $82,448+45.7% |
| Participation rate | 69.2% | 61.4%+7.8pp | 69.3%-0.1pp | 68.1%+1.2pp |
| Annual return | 8.22% | 18.57%-10.3pp | 31.81%-23.6pp | 41.64%-33.4pp |
| Employer contribution / active EE | $5,851 | $1,511+287.1% | $2,279+156.8% | $2,551+129.4% |
| Participant deferral / active EE | $3,218 | $3,081+4.4% | $4,048-20.5% | $4,139-22.3% |
| Admin fee / account holder | $52,211 | $6,500+703.2% | $8,703+499.9% | $7,234+621.7% |