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 | $111,768 | $86,929+28.6% | $102,423+9.1% | $80,856+38.2% |
| Participation rate | 67.3% | 72.4%-5.1pp | 76.5%-9.2pp | 67.6%-0.4pp |
| Annual return | 9.63% | 18.88%-9.2pp | 29.32%-19.7pp | 35.59%-26.0pp |
| Employer contribution / active EE | $2,658 | $2,369+12.2% | $3,023-12.1% | $2,755-3.5% |
| Participant deferral / active EE | $3,021 | $4,118-26.6% | $5,053-40.2% | $4,296-29.7% |
| Admin fee / account holder | $9,429 | $8,049+17.1% | $9,451-0.2% | $6,918+36.3% |