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 | $95,387 | $79,944+19.3% | $98,439-3.1% | $75,163+26.9% |
| Participation rate | 60.9% | 70.4%-9.5pp | 75.2%-14.3pp | 67.2%-6.3pp |
| Annual return | 12.54% | 19.75%-7.2pp | 21.16%-8.6pp | 160.62%-148.1pp |
| Employer contribution / active EE | $1,999 | $2,264-11.7% | $3,048-34.4% | $2,670-25.1% |
| Participant deferral / active EE | $4,354 | $3,752+16.0% | $4,738-8.1% | $4,125+5.5% |
| Admin fee / account holder | $1,571 | $6,840-77.0% | $8,948-82.4% | $5,651-72.2% |