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 | $83,893 | $86,929-3.5% | $102,423-18.1% | $80,856+3.8% |
| Participation rate | 64.0% | 72.4%-8.4pp | 76.5%-12.5pp | 67.6%-3.6pp |
| Annual return | 9.93% | 18.88%-8.9pp | 29.32%-19.4pp | 35.59%-25.7pp |
| Employer contribution / active EE | $1,421 | $2,369-40.0% | $3,023-53.0% | $2,755-48.4% |
| Participant deferral / active EE | $3,130 | $4,118-24.0% | $5,053-38.1% | $4,296-27.1% |
| Admin fee / account holder | $2,867 | $8,049-64.4% | $9,451-69.7% | $6,918-58.6% |