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 | $92,077 | $91,190+1.0% | $178,490-48.4% | $79,858+15.3% |
| Participation rate | 63.0% | 69.2%-6.2pp | 81.9%-19.0pp | 69.6%-6.7pp |
| Annual return | 9.97% | 24.19%-14.2pp | 151.07%-141.1pp | 31.71%-21.7pp |
| Employer contribution / active EE | $3,102 | $3,256-4.7% | $5,011-38.1% | $2,471+25.6% |
| Participant deferral / active EE | $3,908 | $3,236+20.8% | $5,202-24.9% | $3,740+4.5% |
| Admin fee / account holder | $9,264 | $6,751+37.2% | $13,984-33.8% | $5,306+74.6% |