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 | $94,668 | $98,750-4.1% | $149,696-36.8% | $79,858+18.5% |
| Participation rate | 67.2% | 75.8%-8.6pp | 82.5%-15.3pp | 69.6%-2.5pp |
| Annual return | 6.90% | 27.43%-20.5pp | 276.60%-269.7pp | 31.71%-24.8pp |
| Employer contribution / active EE | $1,361 | $3,216-57.7% | $4,644-70.7% | $2,471-44.9% |
| Participant deferral / active EE | $7,881 | $5,680+38.7% | $6,842+15.2% | $3,740+110.7% |
| Admin fee / account holder | $8,813 | $6,053+45.6% | $9,309-5.3% | $5,306+66.1% |