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 | $106,223 | $146,267-27.4% | $197,124-46.1% | $82,448+28.8% |
| Participation rate | 68.2% | 84.0%-15.8pp | 86.7%-18.5pp | 68.1%+0.1pp |
| Annual return | 10.02% | 29.61%-19.6pp | 44.34%-34.3pp | 41.64%-31.6pp |
| Employer contribution / active EE | $2,331 | $4,723-50.7% | $6,227-62.6% | $2,551-8.6% |
| Participant deferral / active EE | $4,845 | $7,035-31.1% | $9,135-47.0% | $4,139+17.0% |
| Admin fee / account holder | $2,275 | $14,422-84.2% | $16,298-86.0% | $7,234-68.6% |