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 | $98,519 | $95,453+3.2% | $112,040-12.1% | $82,448+19.5% |
| Participation rate | 64.9% | 72.8%-7.9pp | 76.5%-11.6pp | 68.1%-3.2pp |
| Annual return | 11.66% | 23.92%-12.3pp | 24.52%-12.9pp | 41.64%-30.0pp |
| Employer contribution / active EE | $1,319 | $2,318-43.1% | $2,954-55.4% | $2,551-48.3% |
| Participant deferral / active EE | $3,279 | $4,224-22.4% | $5,098-35.7% | $4,139-20.8% |
| Admin fee / account holder | $2,761 | $9,013-69.4% | $12,098-77.2% | $7,234-61.8% |