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 | $31,512 | $72,012-56.2% | $185,823-83.0% | $79,858-60.5% |
| Participation rate | 65.6% | 65.8%-0.1pp | 78.0%-12.4pp | 69.6%-4.0pp |
| Annual return | 9.43% | 23.12%-13.7pp | 35.95%-26.5pp | 31.71%-22.3pp |
| Employer contribution / active EE | $1,568 | $1,965-20.2% | $4,087-61.6% | $2,471-36.5% |
| Participant deferral / active EE | $3,284 | $3,779-13.1% | $5,632-41.7% | $3,740-12.2% |
| Admin fee / account holder | $12,055 | $4,513+167.1% | $9,500+26.9% | $5,306+127.2% |