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 | $87,768 | $51,175+71.5% | $70,515+24.5% | $75,163+16.8% |
| Participation rate | 61.8% | 60.9%+0.8pp | 68.3%-6.6pp | 67.2%-5.4pp |
| Annual return | 10.81% | 30.02%-19.2pp | 32.77%-22.0pp | 160.62%-149.8pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $2,973-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,622 | $2,849-8.0% | $4,567-42.6% | $4,125-36.4% |
| Admin fee / account holder | $10,000 | $4,091+144.5% | $6,412+56.0% | $5,651+77.0% |