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 | $79,577 | $71,050+12.0% | $93,606-15.0% | $80,856-1.6% |
| Participation rate | 59.7% | 60.4%-0.7pp | 68.7%-9.0pp | 67.6%-7.9pp |
| Annual return | 9.79% | 11.26%-1.5pp | 133.20%-123.4pp | 35.59%-25.8pp |
| Employer contribution / active EE | $975 | $1,564-37.7% | $2,420-59.7% | $2,755-64.6% |
| Participant deferral / active EE | $4,699 | $4,034+16.5% | $4,411+6.5% | $4,296+9.4% |
| Admin fee / account holder | $3,563 | $6,945-48.7% | $8,285-57.0% | $6,918-48.5% |