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 | $97,327 | $101,724-4.3% | $164,813-40.9% | $80,856+20.4% |
| Participation rate | 69.1% | 71.8%-2.7pp | 78.6%-9.5pp | 67.6%+1.5pp |
| Annual return | 9.81% | 16.72%-6.9pp | 69.93%-60.1pp | 35.59%-25.8pp |
| Employer contribution / active EE | $1,774 | $2,953-39.9% | $4,341-59.1% | $2,755-35.6% |
| Participant deferral / active EE | $3,154 | $4,477-29.6% | $6,031-47.7% | $4,296-26.6% |
| Admin fee / account holder | $5,577 | $8,227-32.2% | $12,690-56.1% | $6,918-19.4% |