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 | $117,352 | $64,839+81.0% | $95,585+22.8% | $84,808+38.4% |
| Participation rate | 63.6% | 63.8%-0.2pp | 72.1%-8.4pp | 68.3%-4.7pp |
| Annual return | 12.23% | -670.96%+683.2pp | 38.56%-26.3pp | 40.90%-28.7pp |
| Employer contribution / active EE | $3,061 | $1,759+74.0% | $2,527+21.2% | $2,631+16.3% |
| Participant deferral / active EE | $3,699 | $2,965+24.8% | $4,023-8.1% | $4,212-12.2% |
| Admin fee / account holder | $5,553 | $5,964-6.9% | $6,127-9.4% | $7,344-24.4% |