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 | $107,345 | $93,571+14.7% | $135,903-21.0% | $75,163+42.8% |
| Participation rate | 69.4% | 75.2%-5.7pp | 81.9%-12.5pp | 67.2%+2.3pp |
| Annual return | 11.46% | 30.90%-19.4pp | 68.23%-56.8pp | 160.62%-149.2pp |
| Employer contribution / active EE | $2,069 | $3,537-41.5% | $4,856-57.4% | $2,670-22.5% |
| Participant deferral / active EE | $5,412 | $6,404-15.5% | $7,758-30.2% | $4,125+31.2% |
| Admin fee / account holder | $7,528 | $6,975+7.9% | $10,762-30.1% | $5,651+33.2% |