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 | $94,783 | $62,573+51.5% | $85,682+10.6% | $85,850+10.4% |
| Participation rate | 65.4% | 61.1%+4.2pp | 69.9%-4.5pp | 69.3%-3.9pp |
| Annual return | 4.34% | 23.77%-19.4pp | 21.49%-17.1pp | 318.53%-314.2pp |
| Employer contribution / active EE | $1,305 | $1,757-25.7% | $2,618-50.2% | $2,565-49.1% |
| Participant deferral / active EE | $2,119 | $2,802-24.4% | $3,923-46.0% | $3,952-46.4% |
| Admin fee / account holder | $23,869 | $4,640+414.4% | $6,873+247.3% | $6,260+281.3% |