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 | $80,766 | $72,492+11.4% | $87,100-7.3% | $72,985+10.7% |
| Participation rate | 69.8% | 72.8%-3.0pp | 76.9%-7.1pp | 69.5%+0.3pp |
| Annual return | 11.49% | 24.46%-13.0pp | 28.19%-16.7pp | 81.00%-69.5pp |
| Employer contribution / active EE | $1,098 | $1,894-42.0% | $2,521-56.4% | $2,440-55.0% |
| Participant deferral / active EE | $2,945 | $3,270-9.9% | $4,049-27.3% | $3,607-18.4% |
| Admin fee / account holder | $7,151 | $5,055+41.5% | $7,497-4.6% | $5,124+39.5% |