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 | $88,135 | $80,717+9.2% | $154,803-43.1% | $84,808+3.9% |
| Participation rate | 63.2% | 66.8%-3.7pp | 78.1%-14.9pp | 68.3%-5.2pp |
| Annual return | 10.14% | 37.96%-27.8pp | 58.88%-48.7pp | 40.90%-30.8pp |
| Employer contribution / active EE | $1,130 | $2,761-59.1% | $4,305-73.7% | $2,631-57.0% |
| Participant deferral / active EE | $3,255 | $3,303-1.5% | $5,540-41.2% | $4,212-22.7% |
| Admin fee / account holder | $62,144 | $6,746+821.2% | $14,329+333.7% | $7,344+746.2% |