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 | $82,682 | $183,592-55.0% | $155,567-46.9% | $145,959-43.4% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 1.85% | 61.24%-59.4pp | 64.74%-62.9pp | 561.95%-560.1pp |
| Employer contribution / active EE | $10,688 | $5,315+101.1% | $4,674+128.7% | $4,661+129.3% |
| Participant deferral / active EE | $18,998 | $6,464+193.9% | $5,628+237.6% | $6,689+184.0% |
| Admin fee / account holder | $11,524 | $19,318-40.3% | $15,916-27.6% | $13,398-14.0% |