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 | $80,724 | $89,355-9.7% | $141,162-42.8% | $72,985+10.6% |
| Participation rate | 67.9% | 75.1%-7.3pp | 82.5%-14.6pp | 69.5%-1.6pp |
| Annual return | 18.07% | 111.85%-93.8pp | 71.39%-53.3pp | 81.00%-62.9pp |
| Employer contribution / active EE | $1,782 | $3,114-42.8% | $4,735-62.4% | $2,440-27.0% |
| Participant deferral / active EE | $4,539 | $5,418-16.2% | $6,709-32.3% | $3,607+25.8% |
| Admin fee / account holder | $11,325 | $5,958+90.1% | $10,261+10.4% | $5,124+121.0% |