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 | $72,491 | $84,233-13.9% | $170,442-57.5% | $70,131+3.4% |
| Participation rate | 45.2% | 70.8%-25.6pp | 83.6%-38.4pp | 69.5%-24.3pp |
| Annual return | 4.48% | 23.06%-18.6pp | 205.93%-201.5pp | 73.14%-68.7pp |
| Employer contribution / active EE | $4,773 | $3,387+40.9% | $5,433-12.1% | $2,342+103.8% |
| Participant deferral / active EE | $10,236 | $3,086+231.7% | $4,939+107.2% | $3,332+207.2% |
| Admin fee / account holder | $122,575 | $5,698+2051.2% | $13,880+783.1% | $4,645+2538.7% |