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 | $79,971 | $165,335-51.6% | $149,696-46.6% | $158,922-49.7% |
| Participation rate | 64.3% | 84.6%-20.3pp | 82.5%-18.2pp | 82.0%-17.7pp |
| Annual return | 7.83% | 348.15%-340.3pp | 276.60%-268.8pp | 302.83%-295.0pp |
| Employer contribution / active EE | $2,732 | $5,103-46.5% | $4,644-41.2% | $4,761-42.6% |
| Participant deferral / active EE | $6,177 | $7,181-14.0% | $6,842-9.7% | $5,982+3.3% |
| Admin fee / account holder | $9,262 | $10,807-14.3% | $9,309-0.5% | $11,246-17.6% |