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 | $81,262 | $70,428+15.4% | $96,562-15.8% | $85,850-5.3% |
| Participation rate | 62.7% | 61.8%+0.9pp | 69.8%-7.1pp | 69.3%-6.6pp |
| Annual return | 10.89% | 18.59%-7.7pp | 37.78%-26.9pp | 318.53%-307.6pp |
| Employer contribution / active EE | $1,494 | $1,413+5.7% | $2,356-36.6% | $2,565-41.8% |
| Participant deferral / active EE | $4,129 | $2,894+42.7% | $3,849+7.3% | $3,952+4.5% |
| Admin fee / account holder | $7,661 | $4,997+53.3% | $6,181+24.0% | $6,260+22.4% |