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 | $169,813 | $86,929+95.3% | $102,423+65.8% | $80,856+110.0% |
| Participation rate | 64.8% | 72.4%-7.6pp | 76.5%-11.7pp | 67.6%-2.8pp |
| Annual return | 9.81% | 18.88%-9.1pp | 29.32%-19.5pp | 35.59%-25.8pp |
| Employer contribution / active EE | $2,810 | $2,369+18.6% | $3,023-7.1% | $2,755+2.0% |
| Participant deferral / active EE | $5,436 | $4,118+32.0% | $5,053+7.6% | $4,296+26.6% |
| Admin fee / account holder | $5,481 | $8,049-31.9% | $9,451-42.0% | $6,918-20.8% |