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 | $97,982 | $64,480+52.0% | $81,382+20.4% | $80,856+21.2% |
| Participation rate | 69.4% | 63.9%+5.5pp | 69.5%-0.1pp | 67.6%+1.7pp |
| Annual return | 8.50% | 16.34%-7.8pp | 24.73%-16.2pp | 35.59%-27.1pp |
| Employer contribution / active EE | $2,645 | $1,978+33.7% | $2,463+7.4% | $2,755-4.0% |
| Participant deferral / active EE | $5,088 | $3,094+64.5% | $3,883+31.0% | $4,296+18.4% |
| Admin fee / account holder | $6,544 | $5,671+15.4% | $5,768+13.4% | $6,918-5.4% |