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 | $72,845 | $59,101+23.3% | $77,163-5.6% | $75,163-3.1% |
| Participation rate | 66.7% | 63.9%+2.8pp | 69.6%-2.9pp | 67.2%-0.5pp |
| Annual return | 9.99% | 26.71%-16.7pp | 37.87%-27.9pp | 160.62%-150.6pp |
| Employer contribution / active EE | $1,136 | $1,995-43.1% | $2,535-55.2% | $2,670-57.5% |
| Participant deferral / active EE | $2,640 | $2,999-12.0% | $3,833-31.1% | $4,125-36.0% |
| Admin fee / account holder | $8,250 | $4,774+72.8% | $5,472+50.8% | $5,651+46.0% |