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 | $95,654 | $95,266+0.4% | $82,389+16.1% | $142,382-32.8% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.5%-2.9pp | 80.1%-13.5pp |
| Annual return | 7.60% | 25.74%-18.1pp | 28.67%-21.1pp | 217.08%-209.5pp |
| Employer contribution / active EE | $3,411 | $2,991+14.0% | $2,517+35.5% | $4,299-20.7% |
| Participant deferral / active EE | $15,604 | $4,809+224.5% | $4,155+275.6% | $6,507+139.8% |
| Admin fee / account holder | $95,315 | $8,563+1013.0% | $7,231+1218.2% | $12,624+655.0% |