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 | $94,591 | $71,050+33.1% | $93,606+1.1% | $80,856+17.0% |
| Participation rate | 60.7% | 60.4%+0.3pp | 68.7%-8.0pp | 67.6%-6.9pp |
| Annual return | 7.42% | 11.26%-3.8pp | 133.20%-125.8pp | 35.59%-28.2pp |
| Employer contribution / active EE | $3,348 | $1,564+114.1% | $2,420+38.4% | $2,755+21.5% |
| Participant deferral / active EE | $8,317 | $4,034+106.2% | $4,411+88.5% | $4,296+93.6% |
| Admin fee / account holder | $3,242 | $6,945-53.3% | $8,285-60.9% | $6,918-53.1% |