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 | $81,762 | $76,552+6.8% | $123,892-34.0% | $62,891+30.0% |
| Participation rate | 68.1% | 73.0%-4.9pp | 81.4%-13.3pp | 69.3%-1.2pp |
| Annual return | 5.79% | 18.68%-12.9pp | 47.52%-41.7pp | 20.14%-14.4pp |
| Employer contribution / active EE | $2,438 | $2,883-15.4% | $4,617-47.2% | $2,281+6.9% |
| Participant deferral / active EE | $7,082 | $4,840+46.3% | $5,984+18.4% | $3,203+121.1% |
| Admin fee / account holder | $3,033 | $4,826-37.2% | $8,357-63.7% | $4,296-29.4% |