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 | $104,642 | $106,749-2.0% | $145,433-28.0% | $82,448+26.9% |
| Participation rate | 69.0% | 75.6%-6.6pp | 82.1%-13.1pp | 68.1%+1.0pp |
| Annual return | 13.98% | 27.59%-13.6pp | 66.58%-52.6pp | 41.64%-27.7pp |
| Employer contribution / active EE | $2,393 | $3,444-30.5% | $4,554-47.4% | $2,551-6.2% |
| Participant deferral / active EE | $5,785 | $6,519-11.3% | $7,897-26.7% | $4,139+39.8% |
| Admin fee / account holder | $2,299 | $8,390-72.6% | $13,129-82.5% | $7,234-68.2% |