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 | $73,974 | $65,041+13.7% | $90,951-18.7% | $79,858-7.4% |
| Participation rate | 42.3% | 61.6%-19.3pp | 69.0%-26.7pp | 69.6%-27.3pp |
| Annual return | 8.81% | 30.45%-21.6pp | 134.60%-125.8pp | 31.71%-22.9pp |
| Employer contribution / active EE | $1,352 | $1,247+8.4% | $2,122-36.3% | $2,471-45.3% |
| Participant deferral / active EE | $6,014 | $2,512+139.4% | $3,373+78.3% | $3,740+60.8% |
| Admin fee / account holder | $31,650 | $4,536+597.7% | $5,959+431.2% | $5,306+496.5% |