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 | $191,331 | $64,839+195.1% | $95,585+100.2% | $84,808+125.6% |
| Participation rate | 62.5% | 63.8%-1.3pp | 72.1%-9.6pp | 68.3%-5.8pp |
| Annual return | 10.58% | -670.96%+681.5pp | 38.56%-28.0pp | 40.90%-30.3pp |
| Employer contribution / active EE | $2,973 | $1,759+69.0% | $2,527+17.7% | $2,631+13.0% |
| Participant deferral / active EE | $4,898 | $2,965+65.2% | $4,023+21.8% | $4,212+16.3% |
| Admin fee / account holder | $3,619 | $5,964-39.3% | $6,127-40.9% | $7,344-50.7% |