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 | $92,906 | $109,881-15.4% | $150,045-38.1% | $84,808+9.5% |
| Participation rate | 60.5% | 76.1%-15.6pp | 82.3%-21.9pp | 68.3%-7.8pp |
| Annual return | 13.48% | 28.25%-14.8pp | 62.55%-49.1pp | 40.90%-27.4pp |
| Employer contribution / active EE | $2,861 | $3,561-19.7% | $4,693-39.0% | $2,631+8.7% |
| Participant deferral / active EE | $5,600 | $6,636-15.6% | $7,997-30.0% | $4,212+33.0% |
| Admin fee / account holder | $29,871 | $8,568+248.6% | $13,435+122.3% | $7,344+306.8% |