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 | $75,122 | $101,069-25.7% | $81,478-7.8% | $147,584-49.1% |
| Participation rate | 66.7% | 74.5%-7.8pp | 68.0%-1.3pp | 82.8%-16.2pp |
| Annual return | 4.44% | 32.40%-28.0pp | 38.78%-34.3pp | 578.55%-574.1pp |
| Employer contribution / active EE | $2,463 | $3,205-23.1% | $2,568-4.1% | $4,876-49.5% |
| Participant deferral / active EE | $3,513 | $4,242-17.2% | $3,537-0.7% | $5,439-35.4% |
| Admin fee / account holder | $74,137 | $5,812+1175.6% | $4,561+1525.5% | $10,885+581.1% |