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 | $98,416 | $94,031+4.7% | $115,768-15.0% | $82,448+19.4% |
| Participation rate | 60.7% | 70.4%-9.7pp | 74.4%-13.7pp | 68.1%-7.4pp |
| Annual return | 11.08% | 20.61%-9.5pp | 100.46%-89.4pp | 41.64%-30.6pp |
| Employer contribution / active EE | $978 | $2,323-57.9% | $2,940-66.7% | $2,551-61.7% |
| Participant deferral / active EE | $3,153 | $3,972-20.6% | $4,917-35.9% | $4,139-23.8% |
| Admin fee / account holder | $13,068 | $10,249+27.5% | $12,439+5.1% | $7,234+80.6% |