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 | $71,008 | $105,856-32.9% | $285,549-75.1% | $116,875-39.2% |
| Participation rate | 68.7% | 68.4%+0.3pp | 83.2%-14.5pp | 74.5%-5.9pp |
| Annual return | 10.44% | 16.47%-6.0pp | 7.15%+3.3pp | 16.29%-5.9pp |
| Employer contribution / active EE | $3,787 | $2,968+27.6% | $5,022-24.6% | $3,288+15.2% |
| Participant deferral / active EE | $2,915 | $2,757+5.7% | $4,549-35.9% | $3,885-25.0% |
| Admin fee / account holder | $1,019 | $7,416-86.3% | $13,934-92.7% | $12,263-91.7% |