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 | $96,562 | $86,286+11.9% | $111,297-13.2% | $85,850+12.5% |
| Participation rate | 69.7% | 73.3%-3.6pp | 77.3%-7.6pp | 69.3%+0.4pp |
| Annual return | 7.62% | 19.99%-12.4pp | 54.65%-47.0pp | 318.53%-310.9pp |
| Employer contribution / active EE | $1,566 | $2,043-23.4% | $2,731-42.7% | $2,565-39.0% |
| Participant deferral / active EE | $2,179 | $3,641-40.2% | $4,487-51.4% | $3,952-44.9% |
| Admin fee / account holder | $579 | $8,188-92.9% | $7,964-92.7% | $6,260-90.7% |