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 | $111,754 | $60,022+86.2% | $88,946+25.6% | $84,808+31.8% |
| Participation rate | 60.0% | 57.8%+2.2pp | 68.8%-8.8pp | 68.3%-8.3pp |
| Annual return | 13.06% | 22.43%-9.4pp | 57.82%-44.8pp | 40.90%-27.8pp |
| Employer contribution / active EE | $493 | $1,703-71.0% | $2,555-80.7% | $2,631-81.2% |
| Participant deferral / active EE | $5,511 | $3,114+77.0% | $4,581+20.3% | $4,212+30.8% |
| Admin fee / account holder | $14,858 | $4,811+208.8% | $8,261+79.9% | $7,344+102.3% |