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 | $117,585 | $95,803+22.7% | $113,168+3.9% | $84,808+38.6% |
| Participation rate | 68.6% | 72.9%-4.3pp | 76.6%-8.0pp | 68.3%+0.3pp |
| Annual return | 11.12% | 25.00%-13.9pp | 24.27%-13.1pp | 40.90%-29.8pp |
| Employer contribution / active EE | $3,270 | $2,360+38.6% | $2,975+9.9% | $2,631+24.3% |
| Participant deferral / active EE | $7,560 | $4,242+78.2% | $5,107+48.0% | $4,212+79.5% |
| Admin fee / account holder | $8,812 | $8,989-2.0% | $12,068-27.0% | $7,344+20.0% |