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 | $93,568 | $98,750-5.2% | $149,696-37.5% | $79,858+17.2% |
| Participation rate | 56.1% | 75.8%-19.7pp | 82.5%-26.4pp | 69.6%-13.5pp |
| Annual return | 8.27% | 27.43%-19.2pp | 276.60%-268.3pp | 31.71%-23.4pp |
| Employer contribution / active EE | $1,256 | $3,216-61.0% | $4,644-73.0% | $2,471-49.2% |
| Participant deferral / active EE | $3,401 | $5,680-40.1% | $6,842-50.3% | $3,740-9.1% |
| Admin fee / account holder | $1,339 | $6,053-77.9% | $9,309-85.6% | $5,306-74.8% |