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 | $126,131 | $81,248+55.2% | $155,509-18.9% | $80,856+56.0% |
| Participation rate | 67.9% | 66.2%+1.7pp | 78.2%-10.3pp | 67.6%+0.3pp |
| Annual return | 9.79% | 33.31%-23.5pp | 64.67%-54.9pp | 35.59%-25.8pp |
| Employer contribution / active EE | $4,355 | $3,100+40.5% | $4,672-6.8% | $2,755+58.1% |
| Participant deferral / active EE | $3,688 | $3,452+6.9% | $5,626-34.4% | $4,296-14.1% |
| Admin fee / account holder | $16,191 | $7,997+102.5% | $15,912+1.8% | $6,918+134.0% |