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 | $105,116 | $98,750+6.4% | $149,696-29.8% | $79,858+31.6% |
| Participation rate | 57.8% | 75.8%-18.0pp | 82.5%-24.7pp | 69.6%-11.9pp |
| Annual return | 10.20% | 27.43%-17.2pp | 276.60%-266.4pp | 31.71%-21.5pp |
| Employer contribution / active EE | $1,110 | $3,216-65.5% | $4,644-76.1% | $2,471-55.1% |
| Participant deferral / active EE | $5,456 | $5,680-3.9% | $6,842-20.2% | $3,740+45.9% |
| Admin fee / account holder | $5,436 | $6,053-10.2% | $9,309-41.6% | $5,306+2.5% |