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 | $88,251 | $101,724-13.2% | $164,813-46.5% | $80,856+9.1% |
| Participation rate | 69.2% | 71.8%-2.6pp | 78.6%-9.4pp | 67.6%+1.6pp |
| Annual return | 9.43% | 16.72%-7.3pp | 69.93%-60.5pp | 35.59%-26.2pp |
| Employer contribution / active EE | $2,221 | $2,953-24.8% | $4,341-48.8% | $2,755-19.4% |
| Participant deferral / active EE | $5,051 | $4,477+12.8% | $6,031-16.3% | $4,296+17.6% |
| Admin fee / account holder | $12,161 | $8,227+47.8% | $12,690-4.2% | $6,918+75.8% |