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 8-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 | $107,298 | $86,929+23.4% | $102,423+4.8% | $80,856+32.7% |
| Participation rate | 65.2% | 72.4%-7.2pp | 76.5%-11.3pp | 67.6%-2.4pp |
| Annual return | 9.83% | 18.88%-9.1pp | 29.32%-19.5pp | 35.59%-25.8pp |
| Employer contribution / active EE | $1,072 | $2,369-54.8% | $3,023-64.5% | $2,755-61.1% |
| Participant deferral / active EE | $3,072 | $4,118-25.4% | $5,053-39.2% | $4,296-28.5% |
| Admin fee / account holder | $57,272 | $8,049+611.5% | $9,451+506.0% | $6,918+727.9% |