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 | $104,111 | $118,450-12.1% | $98,439+5.8% | $139,434-25.3% |
| Participation rate | 68.8% | 77.4%-8.7pp | 75.2%-6.4pp | 80.3%-11.6pp |
| Annual return | 6.56% | 18.94%-12.4pp | 21.16%-14.6pp | 372.94%-366.4pp |
| Employer contribution / active EE | $1,606 | $3,609-55.5% | $3,048-47.3% | $4,751-66.2% |
| Participant deferral / active EE | $4,872 | $5,392-9.6% | $4,738+2.8% | $6,710-27.4% |
| Admin fee / account holder | $25,413 | $14,026+81.2% | $8,948+184.0% | $11,403+122.9% |