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 | $96,909 | $99,985-3.1% | $146,665-33.9% | $85,850+12.9% |
| Participation rate | 69.1% | 73.1%-3.9pp | 80.1%-11.0pp | 69.3%-0.2pp |
| Annual return | 10.51% | 18.93%-8.4pp | 22.74%-12.2pp | 318.53%-308.0pp |
| Employer contribution / active EE | $1,595 | $2,559-37.6% | $4,136-61.4% | $2,565-37.8% |
| Participant deferral / active EE | $4,172 | $4,006+4.1% | $5,506-24.2% | $3,952+5.6% |
| Admin fee / account holder | $1,812 | $7,702-76.5% | $10,280-82.4% | $6,260-71.1% |