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 | $49,483 | $48,076+2.9% | $78,689-37.1% | $62,891-21.3% |
| Participation rate | 69.4% | 65.2%+4.2pp | 73.6%-4.1pp | 69.3%+0.1pp |
| Annual return | 3.60% | 31.35%-27.8pp | 62.18%-58.6pp | 20.14%-16.5pp |
| Employer contribution / active EE | $4,249 | $2,015+110.9% | $2,851+49.1% | $2,281+86.3% |
| Participant deferral / active EE | $3,663 | $2,588+41.5% | $3,517+4.1% | $3,203+14.4% |
| Admin fee / account holder | $1,108 | $3,207-65.5% | $4,510-75.4% | $4,296-74.2% |