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 | $72,003 | $58,512+23.1% | $84,015-14.3% | $72,985-1.3% |
| Participation rate | 68.4% | 61.2%+7.2pp | 69.0%-0.6pp | 69.5%-1.1pp |
| Annual return | 3.29% | 28.93%-25.6pp | 71.31%-68.0pp | 81.00%-77.7pp |
| Employer contribution / active EE | $1,329 | $1,163+14.3% | $1,983-33.0% | $2,440-45.5% |
| Participant deferral / active EE | $4,011 | $2,394+67.6% | $3,239+23.8% | $3,607+11.2% |
| Admin fee / account holder | $7,625 | $4,569+66.9% | $6,101+25.0% | $5,124+48.8% |