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 | $74,096 | $67,606+9.6% | $82,313-10.0% | $70,131+5.7% |
| Participation rate | 65.9% | 72.8%-6.9pp | 76.9%-11.0pp | 69.5%-3.6pp |
| Annual return | 11.68% | 21.57%-9.9pp | 25.88%-14.2pp | 73.14%-61.5pp |
| Employer contribution / active EE | $1,140 | $1,755-35.0% | $2,428-53.1% | $2,342-51.3% |
| Participant deferral / active EE | $3,188 | $2,987+6.7% | $3,706-14.0% | $3,332-4.3% |
| Admin fee / account holder | $5,874 | $4,512+30.2% | $5,608+4.7% | $4,645+26.5% |