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 | $79,078 | $77,896+1.5% | $134,172-41.1% | $82,448-4.1% |
| Participation rate | 69.0% | 62.8%+6.3pp | 72.5%-3.4pp | 68.1%+1.0pp |
| Annual return | 7.89% | 18.21%-10.3pp | 25.30%-17.4pp | 41.64%-33.8pp |
| Employer contribution / active EE | $3,963 | $2,159+83.5% | $3,420+15.9% | $2,551+55.3% |
| Participant deferral / active EE | $3,135 | $3,162-0.9% | $4,690-33.2% | $4,139-24.3% |
| Admin fee / account holder | $25,809 | $6,336+307.3% | $12,016+114.8% | $7,234+256.8% |