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 | $89,294 | $63,764+40.0% | $81,930+9.0% | $79,858+11.8% |
| Participation rate | 68.4% | 67.5%+0.9pp | 72.0%-3.6pp | 69.6%-1.3pp |
| Annual return | 5.51% | 22.66%-17.2pp | 29.49%-24.0pp | 31.71%-26.2pp |
| Employer contribution / active EE | $1,713 | $1,795-4.6% | $4,310-60.3% | $2,471-30.7% |
| Participant deferral / active EE | $0 | $2,780-100.0% | $7,107-100.0% | $3,740-100.0% |
| Admin fee / account holder | $4,729 | $4,426+6.8% | $5,158-8.3% | $5,306-10.9% |