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 | $90,525 | $111,535-18.8% | $105,223-14.0% | $137,256-34.0% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 9.96% | 237.85%-227.9pp | 180.65%-170.7pp | 220.34%-210.4pp |
| Employer contribution / active EE | $1,790 | $3,939-54.6% | $3,689-51.5% | $4,156-56.9% |
| Participant deferral / active EE | $2,385 | $5,500-56.6% | $5,072-53.0% | $6,407-62.8% |
| Admin fee / account holder | $41,860 | $9,721+330.6% | $8,859+372.5% | $12,270+241.2% |