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 | $92,216 | $78,520+17.4% | $96,576-4.5% | $82,448+11.8% |
| Participation rate | 64.8% | 77.7%-12.9pp | 81.4%-16.6pp | 68.1%-3.3pp |
| Annual return | 12.48% | 41.30%-28.8pp | 38.47%-26.0pp | 41.64%-29.2pp |
| Employer contribution / active EE | $3,093 | $2,630+17.6% | $3,553-12.9% | $2,551+21.3% |
| Participant deferral / active EE | $5,512 | $6,754-18.4% | $7,956-30.7% | $4,139+33.2% |
| Admin fee / account holder | $2,925 | $13,455-78.3% | $11,381-74.3% | $7,234-59.6% |