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 | $74,220 | $81,248-8.6% | $155,509-52.3% | $80,856-8.2% |
| Participation rate | 56.4% | 66.2%-9.8pp | 78.2%-21.8pp | 67.6%-11.2pp |
| Annual return | 10.24% | 33.31%-23.1pp | 64.67%-54.4pp | 35.59%-25.4pp |
| Employer contribution / active EE | $2,004 | $3,100-35.3% | $4,672-57.1% | $2,755-27.2% |
| Participant deferral / active EE | $2,817 | $3,452-18.4% | $5,626-49.9% | $4,296-34.4% |
| Admin fee / account holder | $14,900 | $7,997+86.3% | $15,912-6.4% | $6,918+115.4% |