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 | $80,673+14.3% | $101,326-9.0% | $84,808+8.7% |
| Participation rate | 64.8% | 77.8%-13.0pp | 81.5%-16.7pp | 68.3%-3.5pp |
| Annual return | 12.48% | 38.95%-26.5pp | 36.82%-24.3pp | 40.90%-28.4pp |
| Employer contribution / active EE | $3,093 | $2,698+14.7% | $3,665-15.6% | $2,631+17.6% |
| Participant deferral / active EE | $5,512 | $6,840-19.4% | $7,994-31.0% | $4,212+30.9% |
| Admin fee / account holder | $2,925 | $12,784-77.1% | $11,185-73.8% | $7,344-60.2% |