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 | $92,598 | $48,046+92.7% | $84,611+9.4% | $72,985+26.9% |
| Participation rate | 59.0% | 57.6%+1.5pp | 68.2%-9.2pp | 69.5%-10.5pp |
| Annual return | 17.60% | 37.38%-19.8pp | 258.74%-241.1pp | 81.00%-63.4pp |
| Employer contribution / active EE | $3,063 | $1,602+91.2% | $2,652+15.5% | $2,440+25.5% |
| Participant deferral / active EE | $3,204 | $2,680+19.5% | $3,899-17.8% | $3,607-11.2% |
| Admin fee / account holder | $12,914 | $3,395+280.4% | $4,912+162.9% | $5,124+152.0% |