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 | $89,459 | $55,932+59.9% | $76,735+16.6% | $67,986+31.6% |
| Participation rate | 58.7% | 50.8%+7.9pp | 69.5%-10.8pp | 57.2%+1.5pp |
| Annual return | 13.27% | 23.10%-9.8pp | 29.77%-16.5pp | 31.67%-18.4pp |
| Employer contribution / active EE | $1,561 | $1,487+5.0% | $2,454-36.4% | $2,019-22.7% |
| Participant deferral / active EE | $4,249 | $2,558+66.1% | $4,088+3.9% | $3,358+26.5% |
| Admin fee / account holder | $26,478 | $4,907+439.6% | $7,189+268.3% | $3,203+726.6% |