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 | $103,744 | $81,460+27.4% | $103,333+0.4% | $80,856+28.3% |
| Participation rate | 64.9% | 66.8%-1.9pp | 74.5%-9.6pp | 67.6%-2.7pp |
| Annual return | 8.24% | 25.55%-17.3pp | 24.88%-16.6pp | 35.59%-27.4pp |
| Employer contribution / active EE | $2,362 | $3,105-23.9% | $3,868-38.9% | $2,755-14.3% |
| Participant deferral / active EE | $5,182 | $3,869+33.9% | $5,057+2.5% | $4,296+20.6% |
| Admin fee / account holder | $2,639 | $6,566-59.8% | $8,355-68.4% | $6,918-61.9% |