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 | $117,524 | $72,277+62.6% | $101,248+16.1% | $79,858+47.2% |
| Participation rate | 63.6% | 68.5%-4.8pp | 75.8%-12.2pp | 69.6%-6.0pp |
| Annual return | 7.07% | 22.30%-15.2pp | 46.47%-39.4pp | 31.71%-24.6pp |
| Employer contribution / active EE | $1,280 | $2,692-52.5% | $3,660-65.0% | $2,471-48.2% |
| Participant deferral / active EE | $3,480 | $3,282+6.1% | $4,370-20.4% | $3,740-6.9% |
| Admin fee / account holder | $43,588 | $4,400+890.6% | $5,945+633.1% | $5,306+721.4% |