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 | $56,695 | $161,352-64.9% | $134,172-57.7% | $137,256-58.7% |
| Participation rate | 66.7% | 78.3%-11.6pp | 72.5%-5.8pp | 80.0%-13.3pp |
| Annual return | 6.85% | 28.72%-21.9pp | 25.30%-18.4pp | 220.34%-213.5pp |
| Employer contribution / active EE | $2,650 | $4,099-35.3% | $3,420-22.5% | $4,156-36.2% |
| Participant deferral / active EE | $2,650 | $5,552-52.3% | $4,690-43.5% | $6,407-58.6% |
| Admin fee / account holder | $15,500 | $15,028+3.1% | $12,016+29.0% | $12,270+26.3% |