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 | $95,956 | $105,181-8.8% | $159,436-39.8% | $85,850+11.8% |
| Participation rate | 57.8% | 75.8%-18.0pp | 82.8%-25.0pp | 69.3%-11.5pp |
| Annual return | 11.37% | 45.07%-33.7pp | 263.57%-252.2pp | 318.53%-307.2pp |
| Employer contribution / active EE | $1,048 | $3,318-68.4% | $4,829-78.3% | $2,565-59.1% |
| Participant deferral / active EE | $6,149 | $5,945+3.4% | $7,352-16.4% | $3,952+55.6% |
| Admin fee / account holder | $28,132 | $6,933+305.7% | $10,799+160.5% | $6,260+349.4% |