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 | $91,539 | $109,881-16.7% | $150,045-39.0% | $84,808+7.9% |
| Participation rate | 62.5% | 76.1%-13.6pp | 82.3%-19.8pp | 68.3%-5.8pp |
| Annual return | 13.89% | 28.25%-14.4pp | 62.55%-48.7pp | 40.90%-27.0pp |
| Employer contribution / active EE | $2,459 | $3,561-30.9% | $4,693-47.6% | $2,631-6.5% |
| Participant deferral / active EE | $4,598 | $6,636-30.7% | $7,997-42.5% | $4,212+9.2% |
| Admin fee / account holder | $10,700 | $8,568+24.9% | $13,435-20.4% | $7,344+45.7% |