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 | $99,026 | $94,625+4.7% | $116,228-14.8% | $84,808+16.8% |
| Participation rate | 66.0% | 70.4%-4.4pp | 74.6%-8.6pp | 68.3%-2.3pp |
| Annual return | 9.26% | 20.40%-11.1pp | 90.06%-80.8pp | 40.90%-31.6pp |
| Employer contribution / active EE | $1,881 | $2,347-19.8% | $2,994-37.2% | $2,631-28.5% |
| Participant deferral / active EE | $4,671 | $3,972+17.6% | $4,953-5.7% | $4,212+10.9% |
| Admin fee / account holder | $11,924 | $10,091+18.2% | $11,989-0.5% | $7,344+62.4% |