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 | $100,614 | $109,881-8.4% | $150,045-32.9% | $84,808+18.6% |
| Participation rate | 65.5% | 76.1%-10.6pp | 82.3%-16.8pp | 68.3%-2.8pp |
| Annual return | 12.91% | 28.25%-15.3pp | 62.55%-49.6pp | 40.90%-28.0pp |
| Employer contribution / active EE | $2,181 | $3,561-38.8% | $4,693-53.5% | $2,631-17.1% |
| Participant deferral / active EE | $6,861 | $6,636+3.4% | $7,997-14.2% | $4,212+62.9% |
| Admin fee / account holder | $14,931 | $8,568+74.3% | $13,435+11.1% | $7,344+103.3% |