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 | $134,942 | $91,190+48.0% | $178,490-24.4% | $79,858+69.0% |
| Participation rate | 68.4% | 69.2%-0.8pp | 81.9%-13.5pp | 69.6%-1.2pp |
| Annual return | 9.60% | 24.19%-14.6pp | 151.07%-141.5pp | 31.71%-22.1pp |
| Employer contribution / active EE | $6,841 | $3,256+110.1% | $5,011+36.5% | $2,471+176.9% |
| Participant deferral / active EE | $2,619 | $3,236-19.1% | $5,202-49.7% | $3,740-30.0% |
| Admin fee / account holder | $5,023 | $6,751-25.6% | $13,984-64.1% | $5,306-5.3% |