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 | $70,386 | $77,899-9.6% | $149,673-53.0% | $75,163-6.4% |
| Participation rate | 66.7% | 65.6%+1.1pp | 78.8%-12.1pp | 67.2%-0.5pp |
| Annual return | 11.29% | 31.72%-20.4pp | 134.42%-123.1pp | 160.62%-149.3pp |
| Employer contribution / active EE | $1,121 | $3,137-64.3% | $4,818-76.7% | $2,670-58.0% |
| Participant deferral / active EE | $3,627 | $3,411+6.3% | $5,680-36.1% | $4,125-12.1% |
| Admin fee / account holder | $18,615 | $5,956+212.5% | $13,210+40.9% | $5,651+229.4% |