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 | $78,571 | $77,899+0.9% | $149,673-47.5% | $75,163+4.5% |
| Participation rate | 7.8% | 65.6%-57.7pp | 78.8%-70.9pp | 67.2%-59.3pp |
| Annual return | 10.76% | 31.72%-21.0pp | 134.42%-123.7pp | 160.62%-149.9pp |
| Employer contribution / active EE | $1,735 | $3,137-44.7% | $4,818-64.0% | $2,670-35.0% |
| Participant deferral / active EE | $3,974 | $3,411+16.5% | $5,680-30.0% | $4,125-3.7% |
| Admin fee / account holder | $8,126 | $5,956+36.4% | $13,210-38.5% | $5,651+43.8% |