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 | $112,022 | $65,365+71.4% | $92,893+20.6% | $72,985+53.5% |
| Participation rate | 64.2% | 68.3%-4.1pp | 76.0%-11.8pp | 69.5%-5.3pp |
| Annual return | 9.05% | 42.10%-33.1pp | 109.41%-100.4pp | 81.00%-72.0pp |
| Employer contribution / active EE | $1,910 | $2,594-26.4% | $3,653-47.7% | $2,440-21.7% |
| Participant deferral / active EE | $4,119 | $3,128+31.7% | $4,236-2.8% | $3,607+14.2% |
| Admin fee / account holder | $2,762 | $4,251-35.0% | $5,794-52.3% | $5,124-46.1% |