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 | $80,875 | $74,927+7.9% | $101,794-20.6% | $84,808-4.6% |
| Participation rate | 67.1% | 61.4%+5.7pp | 69.2%-2.1pp | 68.3%-1.3pp |
| Annual return | 12.42% | 18.70%-6.3pp | 30.53%-18.1pp | 40.90%-28.5pp |
| Employer contribution / active EE | $786 | $1,522-48.4% | $2,289-65.7% | $2,631-70.1% |
| Participant deferral / active EE | $3,796 | $3,099+22.5% | $4,084-7.0% | $4,212-9.9% |
| Admin fee / account holder | $8,759 | $6,514+34.5% | $8,777-0.2% | $7,344+19.3% |