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 | $114,070 | $109,881+3.8% | $150,045-24.0% | $84,808+34.5% |
| Participation rate | 57.6% | 76.1%-18.4pp | 82.3%-24.7pp | 68.3%-10.7pp |
| Annual return | 12.78% | 28.25%-15.5pp | 62.55%-49.8pp | 40.90%-28.1pp |
| Employer contribution / active EE | $2,394 | $3,561-32.8% | $4,693-49.0% | $2,631-9.0% |
| Participant deferral / active EE | $4,749 | $6,636-28.4% | $7,997-40.6% | $4,212+12.8% |
| Admin fee / account holder | $29,235 | $8,568+241.2% | $13,435+117.6% | $7,344+298.1% |