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 | $90,895 | $91,190-0.3% | $178,490-49.1% | $79,858+13.8% |
| Participation rate | 63.0% | 69.2%-6.2pp | 81.9%-19.0pp | 69.6%-6.7pp |
| Annual return | 2.69% | 24.19%-21.5pp | 151.07%-148.4pp | 31.71%-29.0pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,564 | $3,236-20.8% | $5,202-50.7% | $3,740-31.4% |
| Admin fee / account holder | $1,526 | $6,751-77.4% | $13,984-89.1% | $5,306-71.2% |