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 | $110,458 | $70,428+56.8% | $96,562+14.4% | $85,850+28.7% |
| Participation rate | 63.6% | 61.8%+1.8pp | 69.8%-6.2pp | 69.3%-5.7pp |
| Annual return | 8.69% | 18.59%-9.9pp | 37.78%-29.1pp | 318.53%-309.8pp |
| Employer contribution / active EE | $2,057 | $1,413+45.6% | $2,356-12.7% | $2,565-19.8% |
| Participant deferral / active EE | $3,839 | $2,894+32.7% | $3,849-0.3% | $3,952-2.8% |
| Admin fee / account holder | $4,446 | $4,997-11.0% | $6,181-28.1% | $6,260-29.0% |