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 | $81,371 | $80,724+0.8% | $103,333-21.3% | $74,495+9.2% |
| Participation rate | 45.6% | 65.7%-20.1pp | 74.5%-28.9pp | 67.2%-21.6pp |
| Annual return | 7.86% | 27.56%-19.7pp | 24.88%-17.0pp | 1364.94%-1357.1pp |
| Employer contribution / active EE | $0 | $3,157-100.0% | $3,868-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $2,966 | $3,860-23.2% | $5,057-41.4% | $4,346-31.8% |
| Admin fee / account holder | $3,490 | $2,368+47.4% | $8,355-58.2% | $1,942+79.7% |