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 | $103,831 | $125,758-17.4% | $169,993-38.9% | $75,163+38.1% |
| Participation rate | 63.8% | 83.6%-19.8pp | 87.0%-23.2pp | 67.2%-3.4pp |
| Annual return | 12.26% | 27.20%-14.9pp | 53.37%-41.1pp | 160.62%-148.4pp |
| Employer contribution / active EE | $0 | $4,615-100.0% | $6,785-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $5,170 | $6,837-24.4% | $10,408-50.3% | $4,125+25.3% |
| Admin fee / account holder | $11,492 | $8,173+40.6% | $12,815-10.3% | $5,651+103.4% |