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 | $34,289 | $177,572-80.7% | $154,803-77.9% | $142,382-75.9% |
| Participation rate | 69.2% | 82.1%-12.8pp | 78.1%-8.8pp | 80.1%-10.9pp |
| Annual return | 6.33% | 65.07%-58.7pp | 58.88%-52.6pp | 217.08%-210.7pp |
| Employer contribution / active EE | $2,647 | $4,810-45.0% | $4,305-38.5% | $4,299-38.4% |
| Participant deferral / active EE | $3,614 | $6,272-42.4% | $5,540-34.8% | $6,507-44.5% |
| Admin fee / account holder | $36,927 | $16,786+120.0% | $14,329+157.7% | $12,624+192.5% |