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 | $89,346 | $87,037+2.7% | $106,201-15.9% | $80,874+10.5% |
| Participation rate | 61.8% | 70.4%-8.6pp | 75.3%-13.5pp | 67.6%-5.8pp |
| Annual return | 9.30% | 17.05%-7.8pp | 116.26%-107.0pp | 35.62%-26.3pp |
| Employer contribution / active EE | $1,683 | $2,396-29.7% | $3,170-46.9% | $2,756-38.9% |
| Participant deferral / active EE | $4,034 | $3,986+1.2% | $5,012-19.5% | $4,297-6.1% |
| Admin fee / account holder | $3,678 | $8,434-56.4% | $11,039-66.7% | $6,935-47.0% |