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 | $93,928 | $86,929+8.1% | $102,423-8.3% | $80,856+16.2% |
| Participation rate | 51.6% | 72.4%-20.8pp | 76.5%-24.9pp | 67.6%-16.0pp |
| Annual return | 9.38% | 18.88%-9.5pp | 29.32%-19.9pp | 35.59%-26.2pp |
| Employer contribution / active EE | $2,734 | $2,369+15.4% | $3,023-9.6% | $2,755-0.8% |
| Participant deferral / active EE | $8,070 | $4,118+95.9% | $5,053+59.7% | $4,296+87.9% |
| Admin fee / account holder | $29,657 | $8,049+268.5% | $9,451+213.8% | $6,918+328.7% |