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 | $127,023 | $76,552+65.9% | $123,892+2.5% | $62,891+102.0% |
| Participation rate | 60.0% | 73.0%-13.0pp | 81.4%-21.4pp | 69.3%-9.3pp |
| Annual return | 2.76% | 18.68%-15.9pp | 47.52%-44.8pp | 20.14%-17.4pp |
| Employer contribution / active EE | $5,469 | $2,883+89.7% | $4,617+18.5% | $2,281+139.8% |
| Participant deferral / active EE | $7,083 | $4,840+46.4% | $5,984+18.4% | $3,203+121.1% |
| Admin fee / account holder | $13,812 | $4,826+186.2% | $8,357+65.3% | $4,296+221.5% |