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 | $88,672+4.9% | $105,223-11.6% | $82,448+12.8% |
| Participation rate | 51.6% | 67.9%-16.3pp | 75.0%-23.4pp | 68.1%-16.5pp |
| Annual return | 12.51% | 30.86%-18.3pp | 180.65%-168.1pp | 41.64%-29.1pp |
| Employer contribution / active EE | $1,904 | $3,048-37.5% | $3,689-48.4% | $2,551-25.4% |
| Participant deferral / active EE | $5,389 | $4,036+33.5% | $5,072+6.2% | $4,139+30.2% |
| Admin fee / account holder | $1,774 | $7,146-75.2% | $8,859-80.0% | $7,234-75.5% |