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 | $73,957 | $96,128-23.1% | $136,007-45.6% | $80,856-8.5% |
| Participation rate | 66.7% | 71.2%-4.6pp | 76.5%-9.8pp | 67.6%-1.0pp |
| Annual return | 10.50% | 28.71%-18.2pp | 579.32%-568.8pp | 35.59%-25.1pp |
| Employer contribution / active EE | $2,597 | $3,351-22.5% | $4,217-38.4% | $2,755-5.7% |
| Participant deferral / active EE | $3,965 | $5,709-30.5% | $7,025-43.6% | $4,296-7.7% |
| Admin fee / account holder | $43,002 | $8,236+422.1% | $6,858+527.0% | $6,918+521.6% |