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 | $75,504 | $71,050+6.3% | $93,606-19.3% | $80,856-6.6% |
| Participation rate | 63.3% | 60.4%+2.9pp | 68.7%-5.4pp | 67.6%-4.3pp |
| Annual return | 8.49% | 11.26%-2.8pp | 133.20%-124.7pp | 35.59%-27.1pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,420-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,766 | $4,034-31.4% | $4,411-37.3% | $4,296-35.6% |
| Admin fee / account holder | $377 | $6,945-94.6% | $8,285-95.5% | $6,918-94.6% |