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 | $218,538 | $60,022+264.1% | $88,946+145.7% | $84,808+157.7% |
| Participation rate | 57.4% | 57.8%-0.4pp | 68.8%-11.4pp | 68.3%-10.9pp |
| Annual return | 11.56% | 22.43%-10.9pp | 57.82%-46.3pp | 40.90%-29.3pp |
| Employer contribution / active EE | $2,260 | $1,703+32.8% | $2,555-11.5% | $2,631-14.1% |
| Participant deferral / active EE | $3,022 | $3,114-2.9% | $4,581-34.0% | $4,212-28.2% |
| Admin fee / account holder | $9,451 | $4,811+96.5% | $8,261+14.4% | $7,344+28.7% |