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 | $106,848 | $101,763+5.0% | $164,866-35.2% | $80,874+32.1% |
| Participation rate | 66.7% | 71.8%-5.2pp | 78.6%-11.9pp | 67.6%-1.0pp |
| Annual return | 10.40% | 16.73%-6.3pp | 69.97%-59.6pp | 35.62%-25.2pp |
| Employer contribution / active EE | $3,054 | $2,954+3.4% | $4,343-29.7% | $2,756+10.8% |
| Participant deferral / active EE | $2,751 | $4,477-38.5% | $6,033-54.4% | $4,297-36.0% |
| Admin fee / account holder | $2,241 | $8,228-72.8% | $12,689-82.3% | $6,935-67.7% |