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 9-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 | $84,059 | $45,863+83.3% | $77,024+9.1% | $68,494+22.7% |
| Participation rate | 68.0% | 55.9%+12.1pp | 67.9%+0.1pp | 67.9%+0.1pp |
| Annual return | -20.35% | 1.72%-22.1pp | 42.32%-62.7pp | -7.84%-12.5pp |
| Employer contribution / active EE | $2,298 | $1,650+39.3% | $2,812-18.3% | $2,596-11.5% |
| Participant deferral / active EE | $4,485 | $2,962+51.4% | $4,426+1.3% | $4,027+11.4% |
| Admin fee / account holder | $5,691 | $3,041+87.2% | $5,425+4.9% | $5,403+5.3% |