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 | $88,366 | $68,719+28.6% | $91,541-3.5% | $84,808+4.2% |
| Participation rate | 57.8% | 64.5%-6.7pp | 69.8%-11.9pp | 68.3%-10.5pp |
| Annual return | 11.10% | 19.12%-8.0pp | 20.50%-9.4pp | 40.90%-29.8pp |
| Employer contribution / active EE | $1,603 | $1,920-16.5% | $2,505-36.0% | $2,631-39.1% |
| Participant deferral / active EE | $3,597 | $3,136+14.7% | $4,008-10.3% | $4,212-14.6% |
| Admin fee / account holder | $9,455 | $5,786+63.4% | $6,956+35.9% | $7,344+28.7% |