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 | $86,922+28.6% | $102,438+9.1% | $80,874+38.2% |
| Participation rate | 67.3% | 72.4%-5.1pp | 76.5%-9.2pp | 67.6%-0.4pp |
| Annual return | 9.63% | 18.90%-9.3pp | 29.37%-19.7pp | 35.62%-26.0pp |
| Employer contribution / active EE | $2,658 | $2,369+12.2% | $3,024-12.1% | $2,756-3.5% |
| Participant deferral / active EE | $3,021 | $4,119-26.7% | $5,054-40.2% | $4,297-29.7% |
| Admin fee / account holder | $9,429 | $8,050+17.1% | $9,448-0.2% | $6,935+36.0% |