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 | $77,638 | $73,933+5.0% | $96,683-19.7% | $75,163+3.3% |
| Participation rate | 66.7% | 66.4%+0.2pp | 74.3%-7.7pp | 67.2%-0.5pp |
| Annual return | 6.71% | 26.70%-20.0pp | 35.69%-29.0pp | 160.62%-153.9pp |
| Employer contribution / active EE | $1,487 | $2,928-49.2% | $3,737-60.2% | $2,670-44.3% |
| Participant deferral / active EE | $3,509 | $3,659-4.1% | $4,878-28.1% | $4,125-14.9% |
| Admin fee / account holder | $6,440 | $5,216+23.5% | $6,730-4.3% | $5,651+14.0% |