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 | $73,110 | $58,523+24.9% | $99,443-26.5% | $72,985+0.2% |
| Participation rate | 66.7% | 64.6%+2.0pp | 73.8%-7.2pp | 69.5%-2.8pp |
| Annual return | 6.30% | 28.51%-22.2pp | 30.72%-24.4pp | 81.00%-74.7pp |
| Employer contribution / active EE | $2,773 | $1,512+83.4% | $2,540+9.2% | $2,440+13.6% |
| Participant deferral / active EE | $4,016 | $2,606+54.1% | $3,619+11.0% | $3,607+11.3% |
| Admin fee / account holder | $8,171 | $4,102+99.2% | $6,250+30.7% | $5,124+59.4% |