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 | $61,984 | $58,512+5.9% | $84,015-26.2% | $72,985-15.1% |
| Participation rate | 64.5% | 61.2%+3.3pp | 69.0%-4.5pp | 69.5%-5.0pp |
| Annual return | 15.37% | 28.93%-13.6pp | 71.31%-55.9pp | 81.00%-65.6pp |
| Employer contribution / active EE | $809 | $1,163-30.4% | $1,983-59.2% | $2,440-66.8% |
| Participant deferral / active EE | $1,669 | $2,394-30.3% | $3,239-48.5% | $3,607-53.7% |
| Admin fee / account holder | $442 | $4,569-90.3% | $6,101-92.8% | $5,124-91.4% |