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 | $73,246 | $64,480+13.6% | $81,382-10.0% | $80,856-9.4% |
| Participation rate | 65.4% | 63.9%+1.5pp | 69.5%-4.1pp | 67.6%-2.3pp |
| Annual return | 7.39% | 16.34%-9.0pp | 24.73%-17.3pp | 35.59%-28.2pp |
| Employer contribution / active EE | $804 | $1,978-59.4% | $2,463-67.4% | $2,755-70.8% |
| Participant deferral / active EE | $1,961 | $3,094-36.6% | $3,883-49.5% | $4,296-54.4% |
| Admin fee / account holder | $8,714 | $5,671+53.7% | $5,768+51.1% | $6,918+26.0% |