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 | $86,991 | $76,367+13.9% | $93,606-7.1% | $72,985+19.2% |
| Participation rate | 65.7% | 71.7%-6.0pp | 75.8%-10.1pp | 69.5%-3.8pp |
| Annual return | 12.80% | 25.82%-13.0pp | 32.76%-20.0pp | 81.00%-68.2pp |
| Employer contribution / active EE | $0 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,704 | $3,538+4.7% | $4,069-9.0% | $3,607+2.7% |
| Admin fee / account holder | $4,867 | $6,838-28.8% | $7,888-38.3% | $5,124-5.0% |