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 | $83,387 | $76,552+8.9% | $123,892-32.7% | $62,891+32.6% |
| Participation rate | 69.5% | 73.0%-3.5pp | 81.4%-11.9pp | 69.3%+0.2pp |
| Annual return | -3.55% | 18.68%-22.2pp | 47.52%-51.1pp | 20.14%-23.7pp |
| Employer contribution / active EE | $1,906 | $2,883-33.9% | $4,617-58.7% | $2,281-16.4% |
| Participant deferral / active EE | $4,269 | $4,840-11.8% | $5,984-28.7% | $3,203+33.3% |
| Admin fee / account holder | $1,144 | $4,826-76.3% | $8,357-86.3% | $4,296-73.4% |