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 | $60,765 | $61,605-1.4% | $112,229-45.9% | $75,163-19.2% |
| Participation rate | 62.5% | 61.7%+0.8pp | 72.4%-9.9pp | 67.2%-4.7pp |
| Annual return | 7.41% | 28.47%-21.1pp | 30.20%-22.8pp | 160.62%-153.2pp |
| Employer contribution / active EE | $1,917 | $2,015-4.9% | $3,430-44.1% | $2,670-28.2% |
| Participant deferral / active EE | $2,108 | $3,108-32.2% | $4,798-56.1% | $4,125-48.9% |
| Admin fee / account holder | $7,562 | $4,862+55.5% | $7,748-2.4% | $5,651+33.8% |