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 | $116,163 | $71,050+63.5% | $93,606+24.1% | $80,856+43.7% |
| Participation rate | 62.2% | 60.4%+1.8pp | 68.7%-6.6pp | 67.6%-5.5pp |
| Annual return | 8.79% | 11.26%-2.5pp | 133.20%-124.4pp | 35.59%-26.8pp |
| Employer contribution / active EE | $1,013 | $1,564-35.2% | $2,420-58.1% | $2,755-63.2% |
| Participant deferral / active EE | $6,872 | $4,034+70.4% | $4,411+55.8% | $4,296+60.0% |
| Admin fee / account holder | $19,190 | $6,945+176.3% | $8,285+131.6% | $6,918+177.4% |