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 | $65,027 | $89,753-27.5% | $107,525-39.5% | $84,808-23.3% |
| Participation rate | 69.4% | 68.1%+1.4pp | 75.1%-5.7pp | 68.3%+1.1pp |
| Annual return | 11.83% | 29.48%-17.7pp | 181.32%-169.5pp | 40.90%-29.1pp |
| Employer contribution / active EE | $2,007 | $3,113-35.5% | $3,754-46.5% | $2,631-23.7% |
| Participant deferral / active EE | $3,844 | $4,056-5.2% | $5,116-24.9% | $4,212-8.7% |
| Admin fee / account holder | $12,800 | $7,222+77.2% | $8,919+43.5% | $7,344+74.3% |