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 | $139,657 | $86,929+60.7% | $102,423+36.4% | $80,856+72.7% |
| Participation rate | 68.8% | 72.4%-3.5pp | 76.5%-7.7pp | 67.6%+1.2pp |
| Annual return | 9.37% | 18.88%-9.5pp | 29.32%-20.0pp | 35.59%-26.2pp |
| Employer contribution / active EE | $1,703 | $2,369-28.1% | $3,023-43.7% | $2,755-38.2% |
| Participant deferral / active EE | $4,764 | $4,118+15.7% | $5,053-5.7% | $4,296+10.9% |
| Admin fee / account holder | $11,256 | $8,049+39.8% | $9,451+19.1% | $6,918+62.7% |