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 | $139,299 | $124,881+11.5% | $209,409-33.5% | $116,875+19.2% |
| Participation rate | 66.7% | 75.8%-9.1pp | 80.4%-13.7pp | 74.5%-7.9pp |
| Annual return | 10.43% | 14.56%-4.1pp | 159.49%-149.1pp | 16.29%-5.9pp |
| Employer contribution / active EE | $1,250 | $2,588-51.7% | $5,035-75.2% | $3,288-62.0% |
| Participant deferral / active EE | $3,103 | $3,793-18.2% | $4,230-26.6% | $3,885-20.1% |
| Admin fee / account holder | $19,431 | $12,933+50.2% | $16,474+18.0% | $12,263+58.5% |