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 | $114,950 | $140,940-18.4% | $112,229+2.4% | $139,434-17.6% |
| Participation rate | 42.9% | 79.2%-36.3pp | 72.4%-29.6pp | 80.3%-37.5pp |
| Annual return | 3.90% | 32.71%-28.8pp | 30.20%-26.3pp | 372.94%-369.0pp |
| Employer contribution / active EE | $1,966 | $4,283-54.1% | $3,430-42.7% | $4,751-58.6% |
| Participant deferral / active EE | $3,424 | $5,874-41.7% | $4,798-28.6% | $6,710-49.0% |
| Admin fee / account holder | $12,500 | $9,954+25.6% | $7,748+61.3% | $11,403+9.6% |