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 | $114,568 | $103,966+10.2% | $112,887+1.5% | $75,163+52.4% |
| Participation rate | 68.8% | 75.7%-6.9pp | 80.5%-11.8pp | 67.2%+1.6pp |
| Annual return | 9.64% | 24.54%-14.9pp | 34.10%-24.5pp | 160.62%-151.0pp |
| Employer contribution / active EE | $1,749 | $3,870-54.8% | $4,563-61.7% | $2,670-34.5% |
| Participant deferral / active EE | $4,460 | $5,456-18.3% | $6,513-31.5% | $4,125+8.1% |
| Admin fee / account holder | $13,468 | $7,663+75.7% | $7,047+91.1% | $5,651+138.3% |