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 | $78,789 | $59,839+31.7% | $81,983-3.9% | $79,858-1.3% |
| Participation rate | 61.5% | 61.6%-0.1pp | 69.2%-7.7pp | 69.6%-8.1pp |
| Annual return | 9.54% | 17.56%-8.0pp | 41.31%-31.8pp | 31.71%-22.2pp |
| Employer contribution / active EE | $1,031 | $1,713-39.8% | $2,498-58.7% | $2,471-58.3% |
| Participant deferral / active EE | $2,548 | $2,695-5.5% | $3,722-31.5% | $3,740-31.9% |
| Admin fee / account holder | $20,565 | $4,287+379.7% | $5,664+263.1% | $5,306+287.6% |