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 | $59,955 | $65,041-7.8% | $90,951-34.1% | $79,858-24.9% |
| Participation rate | 64.3% | 61.6%+2.7pp | 69.0%-4.7pp | 69.6%-5.3pp |
| Annual return | 9.66% | 30.45%-20.8pp | 134.60%-124.9pp | 31.71%-22.0pp |
| Employer contribution / active EE | $1,092 | $1,247-12.5% | $2,122-48.5% | $2,471-55.8% |
| Participant deferral / active EE | $2,344 | $2,512-6.7% | $3,373-30.5% | $3,740-37.3% |
| Admin fee / account holder | $7,954 | $4,536+75.4% | $5,959+33.5% | $5,306+49.9% |