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 | $68,077 | $125,758-45.9% | $169,993-60.0% | $75,163-9.4% |
| Participation rate | 67.3% | 83.6%-16.3pp | 87.0%-19.7pp | 67.2%+0.1pp |
| Annual return | 13.28% | 27.20%-13.9pp | 53.37%-40.1pp | 160.62%-147.3pp |
| Employer contribution / active EE | $3,478 | $4,615-24.6% | $6,785-48.7% | $2,670+30.3% |
| Participant deferral / active EE | $7,957 | $6,837+16.4% | $10,408-23.5% | $4,125+92.9% |
| Admin fee / account holder | $19,721 | $8,173+141.3% | $12,815+53.9% | $5,651+249.0% |