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 | $89,914 | $74,927+20.0% | $101,794-11.7% | $84,808+6.0% |
| Participation rate | 57.0% | 61.4%-4.4pp | 69.2%-12.2pp | 68.3%-11.3pp |
| Annual return | 11.83% | 18.70%-6.9pp | 30.53%-18.7pp | 40.90%-29.1pp |
| Employer contribution / active EE | $2,037 | $1,522+33.9% | $2,289-11.0% | $2,631-22.6% |
| Participant deferral / active EE | $4,929 | $3,099+59.0% | $4,084+20.7% | $4,212+17.0% |
| Admin fee / account holder | $23,506 | $6,514+260.9% | $8,777+167.8% | $7,344+220.1% |