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 | $103,494 | $114,381-9.5% | $107,525-3.7% | $142,382-27.3% |
| Participation rate | 68.8% | 78.1%-9.4pp | 75.1%-6.3pp | 80.1%-11.4pp |
| Annual return | 9.70% | 242.71%-233.0pp | 181.32%-171.6pp | 217.08%-207.4pp |
| Employer contribution / active EE | $1,608 | $4,015-60.0% | $3,754-57.2% | $4,299-62.6% |
| Participant deferral / active EE | $7,187 | $5,564+29.2% | $5,116+40.5% | $6,507+10.4% |
| Admin fee / account holder | $13,264 | $9,860+34.5% | $8,919+48.7% | $12,624+5.1% |