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 | $68,946 | $98,750-30.2% | $149,696-53.9% | $79,858-13.7% |
| Participation rate | 62.7% | 75.8%-13.0pp | 82.5%-19.7pp | 69.6%-6.9pp |
| Annual return | 10.93% | 27.43%-16.5pp | 276.60%-265.7pp | 31.71%-20.8pp |
| Employer contribution / active EE | $712 | $3,216-77.9% | $4,644-84.7% | $2,471-71.2% |
| Participant deferral / active EE | $6,270 | $5,680+10.4% | $6,842-8.4% | $3,740+67.6% |
| Admin fee / account holder | $12,031 | $6,053+98.8% | $9,309+29.2% | $5,306+126.7% |