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 | $65,128 | $87,870-25.9% | $113,168-42.5% | $74,304-12.4% |
| Participation rate | 68.6% | 70.7%-2.1pp | 76.6%-7.9pp | 60.3%+8.3pp |
| Annual return | 12.08% | 26.44%-14.4pp | 24.27%-12.2pp | 29.43%-17.3pp |
| Employer contribution / active EE | $1,587 | $2,277-30.3% | $2,975-46.7% | $2,241-29.2% |
| Participant deferral / active EE | $5,102 | $4,241+20.3% | $5,107-0.1% | $3,767+35.4% |
| Admin fee / account holder | $10,370 | $3,368+207.9% | $12,068-14.1% | $2,969+249.3% |