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 | $94,481 | $89,753+5.3% | $107,525-12.1% | $84,808+11.4% |
| Participation rate | 60.6% | 68.1%-7.5pp | 75.1%-14.5pp | 68.3%-7.7pp |
| Annual return | 9.00% | 29.48%-20.5pp | 181.32%-172.3pp | 40.90%-31.9pp |
| Employer contribution / active EE | $2,559 | $3,113-17.8% | $3,754-31.8% | $2,631-2.7% |
| Participant deferral / active EE | $5,160 | $4,056+27.2% | $5,116+0.9% | $4,212+22.5% |
| Admin fee / account holder | $14,157 | $7,222+96.0% | $8,919+58.7% | $7,344+92.8% |