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 | $59,999 | $54,762+9.6% | $90,281-33.5% | $72,985-17.8% |
| Participation rate | 65.4% | 65.1%+0.2pp | 73.3%-7.9pp | 69.5%-4.1pp |
| Annual return | 12.90% | 30.63%-17.7pp | 78.10%-65.2pp | 81.00%-68.1pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,139 | $2,887+8.7% | $3,885-19.2% | $3,607-13.0% |
| Admin fee / account holder | $11,355 | $3,972+185.9% | $5,351+112.2% | $5,124+121.6% |