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 | $92,058 | $60,892+51.2% | $82,389+11.7% | $84,808+8.5% |
| Participation rate | 67.7% | 63.3%+4.5pp | 69.5%-1.8pp | 68.3%-0.6pp |
| Annual return | 12.04% | 37.29%-25.2pp | 28.67%-16.6pp | 40.90%-28.9pp |
| Employer contribution / active EE | $1,949 | $1,779+9.5% | $2,517-22.6% | $2,631-25.9% |
| Participant deferral / active EE | $3,590 | $3,179+12.9% | $4,155-13.6% | $4,212-14.8% |
| Admin fee / account holder | $1,827 | $5,467-66.6% | $7,231-74.7% | $7,344-75.1% |