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 | $88,085 | $86,929+1.3% | $102,423-14.0% | $80,856+8.9% |
| Participation rate | 66.2% | 72.4%-6.1pp | 76.5%-10.3pp | 67.6%-1.4pp |
| Annual return | 8.33% | 18.88%-10.5pp | 29.32%-21.0pp | 35.59%-27.3pp |
| Employer contribution / active EE | $2,304 | $2,369-2.8% | $3,023-23.8% | $2,755-16.4% |
| Participant deferral / active EE | $3,890 | $4,118-5.5% | $5,053-23.0% | $4,296-9.4% |
| Admin fee / account holder | $6,991 | $8,049-13.1% | $9,451-26.0% | $6,918+1.1% |