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 | $96,910 | $98,750-1.9% | $149,696-35.3% | $79,858+21.4% |
| Participation rate | 66.7% | 75.8%-9.1pp | 82.5%-15.8pp | 69.6%-3.0pp |
| Annual return | 11.66% | 27.43%-15.8pp | 276.60%-264.9pp | 31.71%-20.1pp |
| Employer contribution / active EE | $1,140 | $3,216-64.6% | $4,644-75.5% | $2,471-53.9% |
| Participant deferral / active EE | $5,027 | $5,680-11.5% | $6,842-26.5% | $3,740+34.4% |
| Admin fee / account holder | $6,255 | $6,053+3.3% | $9,309-32.8% | $5,306+17.9% |