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 | $92,999 | $89,753+3.6% | $107,525-13.5% | $84,808+9.7% |
| Participation rate | 51.6% | 68.1%-16.4pp | 75.1%-23.5pp | 68.3%-16.7pp |
| Annual return | 12.51% | 29.48%-17.0pp | 181.32%-168.8pp | 40.90%-28.4pp |
| Employer contribution / active EE | $1,904 | $3,113-38.9% | $3,754-49.3% | $2,631-27.6% |
| Participant deferral / active EE | $5,389 | $4,056+32.8% | $5,116+5.3% | $4,212+27.9% |
| Admin fee / account holder | $1,774 | $7,222-75.4% | $8,919-80.1% | $7,344-75.8% |