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 | $96,659 | $101,724-5.0% | $164,813-41.4% | $80,856+19.5% |
| Participation rate | 67.8% | 71.8%-4.0pp | 78.6%-10.8pp | 67.6%+0.2pp |
| Annual return | 8.48% | 16.72%-8.2pp | 69.93%-61.4pp | 35.59%-27.1pp |
| Employer contribution / active EE | $1,755 | $2,953-40.6% | $4,341-59.6% | $2,755-36.3% |
| Participant deferral / active EE | $4,891 | $4,477+9.2% | $6,031-18.9% | $4,296+13.9% |
| Admin fee / account holder | $21,795 | $8,227+164.9% | $12,690+71.7% | $6,918+215.0% |