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 4-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 | $108,736 | $117,983-7.8% | $101,794+6.8% | $142,382-23.6% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.2%-2.5pp | 80.1%-13.5pp |
| Annual return | 3.33% | 36.92%-33.6pp | 30.53%-27.2pp | 217.08%-213.7pp |
| Employer contribution / active EE | $18,173 | $2,773+555.4% | $2,289+694.0% | $4,299+322.7% |
| Participant deferral / active EE | $10,333 | $4,714+119.2% | $4,084+153.0% | $6,507+58.8% |
| Admin fee / account holder | $1,675 | $10,433-83.9% | $8,777-80.9% | $12,624-86.7% |