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 | $96,544 | $114,381-15.6% | $107,525-10.2% | $142,382-32.2% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.1%-15.1pp | 80.1%-20.1pp |
| Annual return | 6.93% | 242.71%-235.8pp | 181.32%-174.4pp | 217.08%-210.1pp |
| Employer contribution / active EE | $2,010 | $4,015-49.9% | $3,754-46.4% | $4,299-53.2% |
| Participant deferral / active EE | $5,658 | $5,564+1.7% | $5,116+10.6% | $6,507-13.1% |
| Admin fee / account holder | $86,745 | $9,860+779.8% | $8,919+872.6% | $12,624+587.2% |