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 7-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 | $104,019 | $95,803+8.6% | $113,168-8.1% | $84,808+22.7% |
| Participation rate | 69.1% | 72.9%-3.8pp | 76.6%-7.5pp | 68.3%+0.8pp |
| Annual return | 11.32% | 25.00%-13.7pp | 24.27%-12.9pp | 40.90%-29.6pp |
| Employer contribution / active EE | $1,732 | $2,360-26.6% | $2,975-41.8% | $2,631-34.2% |
| Participant deferral / active EE | $4,449 | $4,242+4.9% | $5,107-12.9% | $4,212+5.6% |
| Admin fee / account holder | $4,972 | $8,989-44.7% | $12,068-58.8% | $7,344-32.3% |