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 | $96,939 | $64,480+50.3% | $81,382+19.1% | $80,856+19.9% |
| Participation rate | 60.3% | 63.9%-3.6pp | 69.5%-9.2pp | 67.6%-7.4pp |
| Annual return | 10.02% | 16.34%-6.3pp | 24.73%-14.7pp | 35.59%-25.6pp |
| Employer contribution / active EE | $2,063 | $1,978+4.3% | $2,463-16.3% | $2,755-25.1% |
| Participant deferral / active EE | $4,186 | $3,094+35.3% | $3,883+7.8% | $4,296-2.6% |
| Admin fee / account holder | $8,761 | $5,671+54.5% | $5,768+51.9% | $6,918+26.6% |