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 | $91,667 | $109,327-16.2% | $89,391+2.5% | $158,922-42.3% |
| Participation rate | 60.0% | 74.3%-14.3pp | 68.0%-8.0pp | 82.0%-22.0pp |
| Annual return | 1.47% | 345.68%-344.2pp | 245.62%-244.1pp | 302.83%-301.4pp |
| Employer contribution / active EE | $1,271 | $3,170-59.9% | $2,586-50.8% | $4,761-73.3% |
| Participant deferral / active EE | $3,926 | $4,598-14.6% | $3,890+0.9% | $5,982-34.4% |
| Admin fee / account holder | $13,344 | $6,153+116.9% | $4,881+173.4% | $11,246+18.7% |