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 | $95,058 | $59,417+60.0% | $93,606+1.6% | $74,495+27.6% |
| Participation rate | 59.5% | 59.7%-0.2pp | 68.7%-9.2pp | 67.2%-7.7pp |
| Annual return | 9.45% | 81.83%-72.4pp | 133.20%-123.7pp | 1364.94%-1355.5pp |
| Employer contribution / active EE | $1,539 | $1,264+21.8% | $2,420-36.4% | $2,623-41.3% |
| Participant deferral / active EE | $2,590 | $3,050-15.1% | $4,411-41.3% | $4,346-40.4% |
| Admin fee / account holder | $3,159 | $3,021+4.6% | $8,285-61.9% | $1,942+62.7% |