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 | $88,858 | $85,022+4.5% | $70,515+26.0% | $139,434-36.3% |
| Participation rate | 61.1% | 73.9%-12.8pp | 68.3%-7.2pp | 80.3%-19.2pp |
| Annual return | 9.60% | 30.38%-20.8pp | 32.77%-23.2pp | 372.94%-363.3pp |
| Employer contribution / active EE | $1,805 | $3,909-53.8% | $2,973-39.3% | $4,751-62.0% |
| Participant deferral / active EE | $2,317 | $5,890-60.7% | $4,567-49.3% | $6,710-65.5% |
| Admin fee / account holder | $4,831 | $8,906-45.8% | $6,412-24.7% | $11,403-57.6% |