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 7-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 | $108,653 | $100,326+8.3% | $180,183-39.7% | $84,808+28.1% |
| Participation rate | 68.8% | 71.0%-2.3pp | 77.4%-8.7pp | 68.3%+0.4pp |
| Annual return | 11.09% | 17.86%-6.8pp | 27.86%-16.8pp | 40.90%-29.8pp |
| Employer contribution / active EE | $3,187 | $3,269-2.5% | $5,039-36.7% | $2,631+21.1% |
| Participant deferral / active EE | $5,310 | $5,066+4.8% | $6,822-22.2% | $4,212+26.1% |
| Admin fee / account holder | $11,326 | $9,674+17.1% | $19,975-43.3% | $7,344+54.2% |