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 | $56,995 | $53,822+5.9% | $75,696-24.7% | $85,850-33.6% |
| Participation rate | 69.7% | 69.1%+0.6pp | 74.8%-5.1pp | 69.3%+0.4pp |
| Annual return | 11.49% | 24.54%-13.1pp | 104.53%-93.0pp | 318.53%-307.0pp |
| Employer contribution / active EE | $1,310 | $2,017-35.0% | $2,743-52.2% | $2,565-48.9% |
| Participant deferral / active EE | $2,710 | $2,895-6.4% | $3,821-29.1% | $3,952-31.4% |
| Admin fee / account holder | $779 | $3,343-76.7% | $3,619-78.5% | $6,260-87.6% |