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 | $111,503 | $111,5350% | $105,223+6.0% | $137,256-18.8% |
| Participation rate | 68.8% | 78.1%-9.3pp | 75.0%-6.3pp | 80.0%-11.2pp |
| Annual return | 9.74% | 237.85%-228.1pp | 180.65%-170.9pp | 220.34%-210.6pp |
| Employer contribution / active EE | $814 | $3,939-79.3% | $3,689-77.9% | $4,156-80.4% |
| Participant deferral / active EE | $3,201 | $5,500-41.8% | $5,072-36.9% | $6,407-50.0% |
| Admin fee / account holder | $11,500 | $9,721+18.3% | $8,859+29.8% | $12,270-6.3% |