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 | $104,429 | $102,382+2.0% | $147,005-29.0% | $80,874+29.1% |
| Participation rate | 69.2% | 75.8%-6.6pp | 82.2%-12.9pp | 67.6%+1.6pp |
| Annual return | 8.60% | 134.89%-126.3pp | 418.76%-410.2pp | 35.62%-27.0pp |
| Employer contribution / active EE | $2,583 | $3,715-30.5% | $4,934-47.7% | $2,756-6.3% |
| Participant deferral / active EE | $5,685 | $6,646-14.5% | $8,070-29.5% | $4,297+32.3% |
| Admin fee / account holder | $20,754 | $7,942+161.3% | $13,006+59.6% | $6,935+199.3% |