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 | $114,884 | $85,766+34.0% | $136,294-15.7% | $70,131+63.8% |
| Participation rate | 69.6% | 74.2%-4.5pp | 81.9%-12.3pp | 69.5%+0.1pp |
| Annual return | 13.11% | 31.45%-18.3pp | 5155.94%-5142.8pp | 73.14%-60.0pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,348 | $5,051-13.9% | $6,247-30.4% | $3,332+30.5% |
| Admin fee / account holder | $4,755 | $5,420-12.3% | $9,243-48.6% | $4,645+2.4% |