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 | $155,404 | $138,347+12.3% | $184,203-15.6% | $80,856+92.2% |
| Participation rate | 66.7% | 83.9%-17.2pp | 86.8%-20.2pp | 67.6%-1.0pp |
| Annual return | 10.26% | 20.02%-9.8pp | 28.81%-18.6pp | 35.59%-25.3pp |
| Employer contribution / active EE | $2,932 | $4,850-39.6% | $6,427-54.4% | $2,755+6.4% |
| Participant deferral / active EE | $7,216 | $7,071+2.1% | $9,131-21.0% | $4,296+68.0% |
| Admin fee / account holder | $8,743 | $10,483-16.6% | $13,901-37.1% | $6,918+26.4% |