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 | $95,611 | $91,552+4.4% | $133,956-28.6% | $79,858+19.7% |
| Participation rate | 68.0% | 73.3%-5.3pp | 79.8%-11.8pp | 69.6%-1.6pp |
| Annual return | 9.91% | 61.85%-51.9pp | 45.09%-35.2pp | 31.71%-21.8pp |
| Employer contribution / active EE | $1,141 | $2,384-52.1% | $3,919-70.9% | $2,471-53.8% |
| Participant deferral / active EE | $3,435 | $3,733-8.0% | $5,048-31.9% | $3,740-8.1% |
| Admin fee / account holder | $4,266 | $6,321-32.5% | $8,927-52.2% | $5,306-19.6% |