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 | $70,702 | $59,101+19.6% | $77,163-8.4% | $75,163-5.9% |
| Participation rate | 69.2% | 63.9%+5.4pp | 69.6%-0.3pp | 67.2%+2.0pp |
| Annual return | 5.34% | 26.71%-21.4pp | 37.87%-32.5pp | 160.62%-155.3pp |
| Employer contribution / active EE | $905 | $1,995-54.6% | $2,535-64.3% | $2,670-66.1% |
| Participant deferral / active EE | $1,391 | $2,999-53.6% | $3,833-63.7% | $4,125-66.3% |
| Admin fee / account holder | $7,907 | $4,774+65.6% | $5,472+44.5% | $5,651+39.9% |