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 | $60,666 | $56,053+8.2% | $75,972-20.1% | $80,856-25.0% |
| Participation rate | 66.1% | 62.0%+4.1pp | 69.1%-2.9pp | 67.6%-1.5pp |
| Annual return | 9.13% | 20.53%-11.4pp | 359.55%-350.4pp | 35.59%-26.5pp |
| Employer contribution / active EE | $1,095 | $1,874-41.6% | $2,685-59.2% | $2,755-60.3% |
| Participant deferral / active EE | $2,576 | $3,052-15.6% | $4,255-39.5% | $4,296-40.0% |
| Admin fee / account holder | $3,654 | $5,234-30.2% | $6,467-43.5% | $6,918-47.2% |