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 | $134,781 | $86,929+55.0% | $102,423+31.6% | $80,856+66.7% |
| Participation rate | 68.5% | 72.4%-3.9pp | 76.5%-8.0pp | 67.6%+0.8pp |
| Annual return | 10.00% | 18.88%-8.9pp | 29.32%-19.3pp | 35.59%-25.6pp |
| Employer contribution / active EE | $1,563 | $2,369-34.0% | $3,023-48.3% | $2,755-43.3% |
| Participant deferral / active EE | $4,724 | $4,118+14.7% | $5,053-6.5% | $4,296+10.0% |
| Admin fee / account holder | $27,949 | $8,049+247.2% | $9,451+195.7% | $6,918+304.0% |