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 | $109,300 | $109,881-0.5% | $150,045-27.2% | $84,808+28.9% |
| Participation rate | 53.1% | 76.1%-23.0pp | 82.3%-29.2pp | 68.3%-15.2pp |
| Annual return | 12.12% | 28.25%-16.1pp | 62.55%-50.4pp | 40.90%-28.8pp |
| Employer contribution / active EE | $2,715 | $3,561-23.8% | $4,693-42.1% | $2,631+3.2% |
| Participant deferral / active EE | $4,223 | $6,636-36.4% | $7,997-47.2% | $4,212+0.3% |
| Admin fee / account holder | $62,227 | $8,568+626.3% | $13,435+363.2% | $7,344+747.3% |