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 | $84,205 | $98,750-14.7% | $149,696-43.7% | $79,858+5.4% |
| Participation rate | 59.3% | 75.8%-16.5pp | 82.5%-23.2pp | 69.6%-10.4pp |
| Annual return | 7.86% | 27.43%-19.6pp | 276.60%-268.7pp | 31.71%-23.9pp |
| Employer contribution / active EE | $2,697 | $3,216-16.1% | $4,644-41.9% | $2,471+9.2% |
| Participant deferral / active EE | $7,961 | $5,680+40.2% | $6,842+16.4% | $3,740+112.9% |
| Admin fee / account holder | $3,971 | $6,053-34.4% | $9,309-57.3% | $5,306-25.2% |