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 9-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 | $70,252 | $37,426+87.7% | $77,482-9.3% | $79,858-12.0% |
| Participation rate | 69.0% | 41.5%+27.5pp | 54.2%+14.9pp | 69.6%-0.6pp |
| Annual return | 8.27% | 39.70%-31.4pp | 54.79%-46.5pp | 31.71%-23.4pp |
| Employer contribution / active EE | $1,349 | $637+111.9% | $986+36.7% | $2,471-45.4% |
| Participant deferral / active EE | $2,500 | $1,260+98.4% | $1,861+34.3% | $3,740-33.2% |
| Admin fee / account holder | $7,106 | $2,504+183.8% | $2,858+148.7% | $5,306+33.9% |