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 | $65,128 | $85,515-23.8% | $112,040-41.9% | $67,986-4.2% |
| Participation rate | 68.6% | 68.2%+0.4pp | 76.5%-7.9pp | 57.2%+11.4pp |
| Annual return | 12.08% | 29.68%-17.6pp | 24.52%-12.4pp | 31.67%-19.6pp |
| Employer contribution / active EE | $1,587 | $2,191-27.6% | $2,954-46.3% | $2,019-21.4% |
| Participant deferral / active EE | $5,102 | $4,014+27.1% | $5,098+0.1% | $3,358+51.9% |
| Admin fee / account holder | $10,370 | $3,774+174.8% | $12,098-14.3% | $3,203+223.7% |