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 | $73,373 | $81,248-9.7% | $155,509-52.8% | $80,856-9.3% |
| Participation rate | 69.2% | 66.2%+3.0pp | 78.2%-9.0pp | 67.6%+1.6pp |
| Annual return | 8.34% | 33.31%-25.0pp | 64.67%-56.3pp | 35.59%-27.3pp |
| Employer contribution / active EE | $1,518 | $3,100-51.0% | $4,672-67.5% | $2,755-44.9% |
| Participant deferral / active EE | $3,453 | $3,4520% | $5,626-38.6% | $4,296-19.6% |
| Admin fee / account holder | $14,992 | $7,997+87.5% | $15,912-5.8% | $6,918+116.7% |