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 | $93,752 | $81,460+15.1% | $103,333-9.3% | $80,856+15.9% |
| Participation rate | 65.8% | 66.8%-1.1pp | 74.5%-8.7pp | 67.6%-1.8pp |
| Annual return | 9.67% | 25.55%-15.9pp | 24.88%-15.2pp | 35.59%-25.9pp |
| Employer contribution / active EE | $1,310 | $3,105-57.8% | $3,868-66.1% | $2,755-52.4% |
| Participant deferral / active EE | $3,740 | $3,869-3.3% | $5,057-26.1% | $4,296-12.9% |
| Admin fee / account holder | $544 | $6,566-91.7% | $8,355-93.5% | $6,918-92.1% |