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 | $114,644 | $157,256-27.1% | $141,162-18.8% | $152,861-25.0% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.4%-15.8pp |
| Annual return | 10.06% | 64.32%-54.3pp | 71.39%-61.3pp | 345.32%-335.3pp |
| Employer contribution / active EE | $12,547 | $5,261+138.5% | $4,735+165.0% | $4,762+163.5% |
| Participant deferral / active EE | $12,806 | $7,109+80.1% | $6,709+90.9% | $5,850+118.9% |
| Admin fee / account holder | $4,730 | $12,120-61.0% | $10,261-53.9% | $11,596-59.2% |