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 | $34,465 | $157,256-78.1% | $141,162-75.6% | $152,861-77.5% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.4%-32.4pp |
| Annual return | 12.93% | 64.32%-51.4pp | 71.39%-58.5pp | 345.32%-332.4pp |
| Employer contribution / active EE | $3,075 | $5,261-41.6% | $4,735-35.1% | $4,762-35.4% |
| Participant deferral / active EE | $6,660 | $7,109-6.3% | $6,709-0.7% | $5,850+13.8% |
| Admin fee / account holder | $17,842 | $12,120+47.2% | $10,261+73.9% | $11,596+53.9% |